Do you want to effortlessly track your stock investment portfolio? Look no further! We have created a FREE Google Sheets spreadsheet hosted on Google that can do just that. It’s time to take control of your investments and stay on top of your stocks, shares, and bonds.
Manage Your Portfolio with Transaction Level Tracking
Not many portfolio tracking tools or spreadsheets offer transaction-level tracking for free. But we do! Our spreadsheet allows you to track every single transaction related to your stocks, shares, and bonds. Whether it’s a buy, sell, stock split, rights issue, cash dividends, stock dividends, or gifted shares, you can enter it all.
Analyze Your Gains, Losses, and Dividends
Our spreadsheet provides detailed insights into your investment performance. You can easily see the realized and unrealized returns as well as cash dividends for each asset. With this data, you can gain a clear understanding of your average cost, total gains/losses, and the overall investment returns.
Automatic Stock Pricing Updates
No need to manually update stock prices anymore! Our spreadsheet offers automatic updates of stock prices. As long as the stock symbol can be found on Yahoo Finance, the prices will be updated whenever you access your spreadsheet on any device. Easy and hassle-free!
Integrate Your Portfolio on Your Own Website
Want to showcase your investment portfolio on your website? No problem! Our spreadsheet allows you to integrate your portfolio into your own website seamlessly. Share your portfolio performance and investment journey with your audience effortlessly.
Access Your Portfolio Anywhere, Anytime
With our spreadsheet, you can access your portfolio on your iOS and Android phones via the Google Sheets app. No matter where you are, you can keep track of your investments and make informed decisions on the go.
Why Choose Our Portfolio Tracker?
I created this spreadsheet back in 2011, and the positive feedback I’ve received from countless users is truly humbling. Many people find it difficult to find a sophisticated and trustworthy portfolio tracking tool. That’s why I decided to create this free spreadsheet to help investors like you take control of their investments.
How to Get Started
Getting started with our portfolio tracker is easy. Just follow these simple steps:
- Click here to access the Google Sheets spreadsheet.
- Click on “Make a copy” to create your own editable copy of the spreadsheet.
Please note that the spreadsheet only works on Google Sheets. If you try to open it in Microsoft Excel, it won’t function properly.
Once you have your own copy of the spreadsheet, you can start entering your transactions and tracking your portfolio effortlessly.
Take Your Portfolio to the Next Level
Our portfolio tracker offers a range of advanced features to enhance your investment analysis:
- Aggregation of transactions for a comprehensive summary of your stocks
- Cash flow tracking for a clear overview of your money movements
- Aggregation of stocks in different currencies for easy portfolio management
- Historical portfolio tracking to analyze your portfolio’s performance over time
Ready to take control of your investment portfolio? Start using our free portfolio tracker now and make informed investment decisions like a pro.
Remember, this tool is available for free, but if you find it valuable and want to support its development, you can make a donation here. Also, don’t forget to share the love by liking and sharing our website on Google+!
