Investment Portfolio Tracker (Excel, With Dividend Log and ROI)
An investment portfolio tracker spreadsheet logs holdings, dividends, and returns across accounts. Includes Excel template, ROI formula, and broker CSV import workflow.
Investing Articles
Investment tracking, returns, and portfolio management. Articles covering investing topics with practical guides, calculators, and spreadsheet templates.
5 articles
Roth IRA Growth Calculator: See Your Tax-Free Future
Calculate how Roth IRA contributions grow tax-free over time. See the impact of starting early, maxing out contributions, and decades of compound growth.
Inflation Calculator: What Your Money Is Really Worth
Calculate how inflation affects purchasing power over time. See what today's dollars will buy in the future and what past dollars would be worth now.
Investment Returns Calculator: Setting Realistic Expectations
Calculate expected investment returns with different portfolio allocations, contribution levels, and time horizons. Understand what historical returns actually mean.
Compound Interest Calculator: The Math Behind Long-Term Growth
Calculate compound interest on investments and savings. See how initial amount, rate of return, time, and contributions affect long-term growth.