Investment Tracker Template (Google Sheets)

Introducing the Investment Tracker, an easy-to-use spreadsheet that will help you track and analyze your investments year over year.

Why should you buy it?

Investing is critical to ensuring you have enough money to live off of later in life. Tracking your investments helps you understand where your money is going and how diversified you are.

What is it?

It's a Google Sheets spreadsheet template anyone can use to easily track their investments throughout the year. It calculates your total amount invested as well as your allocations in different investment types (Stocks, Bitcoin, etc). It's uses a formula to get automatically the latest prices any stocks listed on Google Finance so you always have up to date information. There's also a goal setting functionality that shows you are close you are to your annual goal.

Who is it for?

Anyone who is interested in tracking their investments for the first time. If you're an advanced investor already and using software to track your portfolio, this sheet won't have what you need. But, if you're just getting started, this is the perfect tool!

Note: this tracker doesn't incorporate a way of tracking the ROI of selling of investing positions.