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Investment Portfolio Tracker ›

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Essentials Template - Excel & Google Sheets

Essentials Investment Portfolio Tracker Spreadsheet Template for Google Sheets & Excel

A name beside every ticker and a percentage return on each position, so holdings of very different sizes can be compared. The Essentials Investment Portfolio Tracker spreadsheet template carries 20 holdings, works out market value and gain per position, and puts total portfolio value and total gain on a dashboard with a chart of how the value splits between holdings. Google Sheets and Excel, one file. No macros, no VBA.

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View Ultimate Investment Portfolio Tracker Spreadsheet Template
$29
Essentials Investment Portfolio Tracker spreadsheet template - Google Sheets and Excel preview

What's Included

  • A name beside each ticker
  • Percentage return per holding, not just the money figure
  • Market value and gain worked out per position
  • Total portfolio value and total gain on a dashboard
  • A chart showing how the value is split between holdings
  • Average cost kept as its own input, so staged purchases stay correct
  • A currency dropdown on the Dashboard that relabels money columns on both sheets
  • Works in Microsoft Excel and Google Sheets with no setup required
Ultimate Version Available

Need more from this template?

The Essentials Spreadsheet Template covers everyday tracking. The Ultimate Spreadsheet Template gives each part of the template its own sheet, with more capacity and deeper reporting on top.

Essentials - $19
  • A name beside each ticker
  • Percentage return per holding, not just the money figure
  • Market value and gain worked out per position
  • Total portfolio value and total gain on a dashboard
Ultimate - $29
  • A sector as well as a ticker and name on every position
  • Each holding's share of the whole portfolio
  • Dividend per share, annual income and yield per position
  • Each holding's share of total dividend income
  • Sector performance across the year, in money and percentage terms
See what's in the Ultimate version› One-time purchase. No subscription.

The FinancialAha Essentials Investment Portfolio Tracker Spreadsheet Template for Google Sheets and Excel is a two-sheet workbook, a row per position, with a How to Use guide on a third tab. It works as an Essentials Investment Portfolio Tracker Excel template and an Essentials Investment Portfolio Tracker Google Sheets template from the same download. This Essentials Investment Portfolio Tracker spreadsheet template adds the percentage return the free build lacks, so positions of different sizes can be compared. Prices are still entered by you. No macros, no VBA.

Inside the workbook

What's inside the FinancialAha Essentials Investment Portfolio Tracker spreadsheet template

The FinancialAha Essentials Investment Portfolio Tracker Spreadsheet Template runs on two working sheets - one you fill in, one that reports back - plus the guide. It works in both Microsoft Excel and Google Sheets and here is what the Essentials Investment Portfolio Tracker spreadsheet holds.

  1. 01 of 02

    Holdings

    A row per position, each with a ticker and the name beside it, the shares held, the average cost, and the current price you enter. From those come the market value, the gain or loss in money, and the return as a percentage. That percentage is the column that changes what the sheet is for: in money terms the largest position almost always shows the largest movement, and only a percentage tells you which holding actually performed. The name column matters more than it looks too, because a portfolio read six months later is a list of symbols otherwise.

    FinancialAha Investment Portfolio Tracker spreadsheet template - Holdings sheet

  2. 02 of 02

    Dashboard

    The portfolio in four headline figures - what it is worth in total, the gain across it, the overall return measured against what the holdings cost, and how many positions are filled in - with a chart showing how the value is split between holdings. That overall return is weighted by cost rather than averaged across the rows, so a large holding counts for more in it than a small one. Concentration is difficult to judge from a column of numbers and obvious from a chart, which is the reason that view exists.

    FinancialAha Investment Portfolio Tracker Google Sheets template - Dashboard sheet

  3. Included guide

    How to Use

    A step-by-step guide on its own tab, covering what each column expects and how the return figures are built. Because it ships inside the file, the instructions travel with the template wherever it is opened.

Works in both Google Sheets and Excel

Essentials Investment Portfolio Tracker Spreadsheet template for Google Sheets

Upload the Essentials Investment Portfolio Tracker Spreadsheet Template to Drive, right-click it, and choose "Open with Google Sheets". This Essentials Investment Portfolio Tracker Google Sheets template needs no conversion step and the chart survives the trip intact - every return figure recalculates exactly as it does in Excel. The currency dropdown on the Dashboard relabels the money columns on both sheets at once.

Essentials Investment Portfolio Tracker Google Sheets template setup

A shared copy of the Essentials Investment Portfolio Tracker Google Sheets template suits investments held jointly, where either person might update prices. Sheets version history covers a figure typed over, which matters on a sheet where one wrong price changes every total.

Sharing the Essentials Investment Portfolio Tracker Google Sheet

The Essentials Investment Portfolio Tracker Google Sheet is built around a periodic update rather than a daily one, since the prices are yours to enter. A monthly or quarterly pass keeps the returns meaningful without turning long-term holdings into a daily concern.

Also available as:

Essentials Investment Portfolio Tracker Spreadsheet template for Excel

The Essentials Investment Portfolio Tracker spreadsheet Excel download is a plain .xlsx. Excel opens this Essentials Investment Portfolio Tracker Excel template directly, with no import step and no compatibility prompt, and the chart is a native Excel chart that redraws as prices change. There are no macros and no VBA in the file, so it opens without a security warning.

Essentials Investment Portfolio Tracker Excel template setup

The same Essentials Investment Portfolio Tracker Excel template opens in Excel on Windows, Excel on Mac, and Excel for the web. It is also the identical file you would upload to Drive, so there is no separate Essentials Investment Portfolio Tracker spreadsheet download to choose between.

Essentials Investment Portfolio Tracker spreadsheet Excel notes

The Essentials Investment Portfolio Tracker spreadsheet Excel file carries no macros and no VBA, so Excel opens it without a trust prompt. The same Essentials Investment Portfolio Tracker spreadsheet Excel download also opens in Excel for the web.

Opening the Essentials Investment Portfolio Tracker spreadsheet Excel file

Nothing in the Essentials Investment Portfolio Tracker Excel template is version-specific, so this Essentials Investment Portfolio Tracker spreadsheet Excel workbook behaves identically in Excel on Windows, Excel on Mac, and older builds.

Also available as:

Spreadsheet template highlights

What the Essentials Investment Portfolio Tracker spreadsheet template tracks

A row per position. This is what the Essentials Investment Portfolio Tracker Spreadsheet Template holds against each one:

Ticker
the symbol for the holding
Name
what it actually is, so the list stays readable months later
Shares
how many you own
Avg Cost
what you paid per share on average
Current Price
the latest price, entered by you rather than fetched
Market Value auto
derived, shares multiplied by the current price
Gain / Loss auto
derived, in money terms
% Return auto
derived, which is what makes positions of different sizes comparable

Compare builds

FinancialAha Investment Portfolio Tracker spreadsheet template: Free, Essentials, and Ultimate compared

Feature Free View Spreadsheet Template Essentials This page Ultimate View Spreadsheet Template
Working sheets 1 2 5
Holdings 16 20 50
Prices Typed in Typed in Typed in
Percentage return – Per holding Per holding
Holding name beside ticker – Yes Yes
Sector – – Per holding
Share of portfolio – – Per holding
Dividend income and yield – – Yes
Target allocation against actual – – Yes, with the gap
Charts – 1 1

The FinancialAha Essentials Investment Portfolio Tracker Spreadsheet Template covers two working sheets. Against the Free Investment Portfolio Tracker Spreadsheet Template, which holds sixteen and reports gain only in money terms, this build adds a name beside every ticker, a percentage return on each position, and a chart of how the portfolio is split. The Ultimate Investment Portfolio Tracker Spreadsheet Template holds fifty, groups them by sector, reports each holding's share of the whole, tracks dividend income and yield, and sets a target allocation against where the portfolio actually sits.

Compare the other builds: Free Investment Portfolio Tracker spreadsheet template or the Ultimate Investment Portfolio Tracker spreadsheet template .

Good to know

Notes on working in the Essentials Investment Portfolio Tracker spreadsheet template

  • The percentage return is what makes positions comparable. In money terms the largest holding almost always shows the largest movement.
  • Prices are typed rather than fetched in this build, so the sheet is only as current as your last update.
  • The name column earns its place when you open the file months later and the tickers alone mean nothing.
  • There is no sector grouping and no dividend tracking here. Both are on the Ultimate build.
  • The currency dropdown sits on the Dashboard and relabels money columns across the whole Essentials Investment Portfolio Tracker spreadsheet. It changes the label only and does not convert the numbers.

How to Use the Essentials Investment Portfolio Tracker Spreadsheet Template

1

List your holdings

Ticker, name and share count on every position.

2

Enter your average cost

What you paid per share on average across all your purchases.

3

Update prices

Type the latest price for each holding. Nothing fetches quotes.

4

Compare the returns

The percentage column is what makes positions of different sizes comparable.

Stress-tested with AI.

Every template starts with deep research into how people actually track the topic. We design the layout, build the formulas, and polish the design until it feels like something we would use ourselves. Along the way, we use AI to stress-test the calculations: unusual inputs, edge cases, and formula behavior, checked until the numbers hold.

See Ultimate Spreadsheet Template

Instant digital delivery · Terms & Conditions apply

Frequently Asked Questions

Is the FinancialAha Essentials Investment Portfolio Tracker Spreadsheet Template a Google Sheets template?

Yes. Upload the file to Drive and choose "Open with Google Sheets". The Essentials Investment Portfolio Tracker Google Sheets template needs no conversion step and the chart survives the trip intact.

Is the FinancialAha Essentials Investment Portfolio Tracker Spreadsheet Template an Excel template?

Yes. The download is a plain .xlsx, so the Essentials Investment Portfolio Tracker Excel template opens directly in Excel with no import step. The chart is a native Excel chart, and there are no macros or VBA.

Will the FinancialAha Essentials Investment Portfolio Tracker spreadsheet Excel file open in older versions of Excel?

Yes. The Essentials Investment Portfolio Tracker spreadsheet Excel workbook ships as a plain .xlsx, so it opens identically in current Excel and in builds that predate dynamic arrays.

Does the Essentials Investment Portfolio Tracker spreadsheet fetch live prices?

No. Prices are a column you keep up to date yourself, in this and every other tier. That is what keeps the file free of macros and web queries.

What does the percentage return add in the Essentials Investment Portfolio Tracker spreadsheet?

Comparability. In money terms the largest holding almost always shows the largest movement, so only a percentage tells you which position actually performed.

Why does the Essentials Investment Portfolio Tracker spreadsheet have a name column as well as a ticker?

Because a portfolio opened six months later is just a list of symbols otherwise. It costs one column and saves looking things up.

Does the Essentials Investment Portfolio Tracker spreadsheet track dividends?

No. Dividend income, yield per holding and each holding's share of total income are on the Ultimate build.

How many positions does the Essentials Investment Portfolio Tracker spreadsheet hold?

Twenty. The Free build takes twelve and the Ultimate build takes fifty with sector grouping and a target allocation.

How do I open the Essentials Investment Portfolio Tracker spreadsheet template in Google Sheets?

Upload the .xlsx file to Google Drive, then open it with Google Sheets. All formulas and formatting will be preserved.

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Essentials
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Highlights:

Dashboard with charts and KPIs
Pre-filled categories and sample data
No sign-up, no subscription
Lifetime free updates
Works in
Excel Google Sheets

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