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.
