Financial Services
Investment Portfolio Tracker
$9.99
One-time purchase · Instant download · Both formats included
What's Included
6+ Worksheet Tabs
Working Formulas & Logic
Sample Data Pre-loaded
Instructions Tab
Excel (.xlsx) Format
Google Sheets Format
Overview
Track investment portfolios with holdings, transactions, asset allocation, and dividends. Includes performance dashboards with benchmark comparison.
Worksheets Included (6)
Portfolio Overview
Transaction Log
Asset Allocation
Dividend Tracker
Performance Dashboard
Instructions
Key Features
- Portfolio overview with cost basis, current value, and gain/loss
- Transaction log for buys, sells, fees, and dividends
- Actual vs. target asset allocation with rebalancing signals
- Dividend income tracker with yield calculations
- Performance dashboard with benchmark comparison
Ideal For
- Individual investors
- Financial advisors
- Portfolio managers
- Retirement planners
Related Products
Need multiple templates?
Save up to 64% with our industry bundles.
Ready to Get Started?
Get instant access to Investment Portfolio Tracker