Investment Portfolio Tracker Essentials 模板
Track investment holdings across stocks, bonds, and funds. Monitor portfolio value, allocation, and performance in one dashboard.
包含内容
- 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
Need more from this template?
The Essentials version covers everyday tracking. Ultimate goes further with multi-entity support, scenario analysis, and ultimate-grade reporting.
- 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
- 追踪多达50个持仓，包含股票代码、行业、股数、成本基础、当前价格和每股年度股息
- 仪表板包含6个关键指标卡片：总价值、总收益、回报率、持仓数量、股息收入和组合收益率
- 股息收入追踪器自动从持仓数据中提取 - 显示每个持仓的年度收入、收益率和收入权重
- 配置分析对比目标与实际行业权重，显示偏差和再平衡建议（加仓、减仓、持有）
- 按行业划分的三年年度绩效对比，包含金额变动、百分比变动、增长率和年化回报
预览
查看此模板的内容
如何使用这个Investment Portfolio Tracker模板
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.
由 Claude AI 构建，经我们精心打磨。
我们使用 Claude AI 在深入研究后起草每个模板。然后由团队接手，优化布局、全面测试每个公式、修复边界情况，并打磨设计，直到达到我们自己愿意使用的标准。AI 完成了 80% 的工作，最后 20% 靠的是人工判断。
常见问题
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.
如何在 Google Sheets 中打开？
将 .xlsx 文件上传到 Google Drive，然后使用 Google Sheets 打开。所有公式和格式都会保留。