Free Investment Portfolio Tracker Spreadsheet Template
Track investment holdings across stocks, bonds, and funds. Monitor portfolio value, allocation, and performance in one dashboard.
What's Included
- Dashboard with portfolio overview showing total market value, total cost basis, total gain or loss, and return percentage
- Holdings list with ticker symbol, shares owned, purchase price, current price, and automatic gain or loss per position
- Asset allocation breakdown displaying percentage weight of stocks, bonds, ETFs, and cash across the portfolio
- Gain and loss tracking with unrealized and realized columns showing dollar amount and percentage return per holding
- Performance summary by holding with color-coded input cells (yellow) and auto-calculated portfolio metrics (blue)
- Works in Microsoft Excel, Google Sheets, and LibreOffice Calc with no setup required
Preview
See what's inside this template
How to Use This Investment Portfolio Tracker Template
Enter holdings
List each investment with the ticker symbol, number of shares, purchase price, and current price.
Review gain and loss
The template calculates unrealized gain or loss per position in both dollar amount and percentage return.
Check allocation
The asset allocation breakdown shows the percentage weight of each holding and asset class in your total portfolio.
Monitor on the dashboard
The dashboard shows total portfolio value, total cost basis, overall return, and top holdings at a glance.
Built by Claude AI. Perfected by us.
We use Claude AI to draft each free template, after a deep research. Then our team steps in. We refine the layout, stress-test every formula, fix edge cases, and polish the design until it feels like something we would actually use ourselves. The AI gets us 80% there. The last 20% is all human judgment.
Frequently Asked Questions
Do I need to update prices manually?
Yes. Enter the current price for each holding when you want to update the portfolio. Google Sheets users can use GOOGLEFINANCE for automatic price updates.
Does it track dividends?
The template focuses on holdings and price-based returns. For dividend tracking, use the Dividend Tracker template alongside this one.
Can I track multiple account types?
Yes. Add an account column (brokerage, IRA, 401k) to see which holdings are in which account. The totals work across all accounts.
What is cost basis?
Cost basis is the total amount you paid for the shares (shares multiplied by purchase price). Gain or loss is current value minus cost basis.
How do I open this in Google Sheets?
Upload the .xlsx file to Google Drive, then open it with Google Sheets. All formulas and formatting will be preserved.
What license is this template under?
All free templates are released under CC BY 4.0 (Creative Commons Attribution). You can use, modify, and share them freely - including for commercial purposes - as long as you credit FinancialAha.com. They are provided as-is and do not constitute financial advice.
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