Stock Portfolio Tracker for Google Sheets and Excel

The Stock Portfolio Tracker is a versatile and user-friendly spreadsheet solution built to help investors effectively monitor and manage their stock investments. Whether you’re new to investing or a seasoned trader, this tool simplifies portfolio management and keeps your strategy on track.

What’s Inside:

• All-in-One Portfolio Overview

Easily log every stock purchase and sale, including key details like ticker symbol, company name, sector, exchange, quantity, purchase price, and any transaction fees.

• Live Market Data Integration

Stay informed with real-time price tracking to support faster and more accurate investment decisions.

• Instant Profit & ROI Calculations

Automatically calculates both realized and unrealized gains/losses, as well as your return on investment.

• Fully Customizable Layout

Adapt the template to match your portfolio — add or remove assets, rename categories, or restructure views based on your preferences.

• Smart Watchlist Feature

Keep an eye on stocks you may want to buy or sell, complete with metrics like market cap, P/E ratio, and daily movement.

• Historical Trends & Growth Tracking

Analyze stock performance over time and review historical data to identify long-term patterns and trends.

• Multi-Currency Compatibility

Easily convert foreign stock values into your preferred currency — ideal for global investing.

• Dividend and Tax Logging

Track dividend payouts and keep tabs on taxes — making end-of-year reporting less stressful.

Who is it for?

• Individual Investors looking for a clear view of their stock performance.
• Financial Professionals who manage client portfolios and need a consolidated system.
• Global Traders dealing with multiple exchanges and currencies.

Why You’ll Love It:

• Built in Excel & Google Sheets for full flexibility
• Real-time price updates for smarter timing
• Complete tracking from purchase to profit
• Designed to be easy, powerful, and customizable

Start using the Stock Portfolio Tracker and take full control of your investments — all from one clean, organized spreadsheet.

WHAT’S INCLUDED?

• Step-by-step instructions 
• 4 Templates of Spreadsheets
• Sample Google Sheet with Mock Data
• Blank Google Sheet
• Sample Excel with Mock Data
• Blank Excel
• Editable in Google Sheets and Microsoft Excel
• Compatible with MAC, PC, Phones, or Tablets

HOW IT WORKS & REQUIREMENTS

YOU WILL NEED:

• A device to access Google Sheets or Microsoft Excel
• A Google Account (if using Google Sheets)
• Microsoft Excel software (if using Excel)
• Basic computer skills

HOW IT WORKS:

• Purchase and download instantly.
• Open the PDF file to access the Google Sheet link.
• Download the Excel template.
• Open the spreadsheet and start planning!

IMPORTANT TO KNOW:

• This is a digital download; no physical items will be shipped.
• Due to the nature of digital products, all sales are final, and refunds are not available.

COLOR DISCLAIMER:

Please note that colors in the spreadsheet may vary slightly due to screen display differences on your device. This can include variations in color on phones, tablets, and computers.

Note: For the best experience, we recommend using a desktop or laptop for full editing capabilities.