Stock Portfolio Tracker for Google Sheets & Excel
Buy 2+ items → Extra 25% OFF on your total
⭐ JOIN & SAVE
Grab this template and 4 more with
SpreadsheetsHub Membership
The Stock Portfolio Tracker is a powerful tool designed for investors to track, analyze, and manage their stock investments with ease. Whether you're a beginner or an experienced trader, this tool helps you stay organized and informed.
Key Features:
-
Comprehensive Portfolio Tracking
Track all your stock purchases and sales with detailed information such as stock ticker, company name, sector, exchange, quantity, price, and transaction fees.
-
Real-Time Price Updates
Stay up-to-date with real-time stock prices and market data for accurate and timely decision-making.
-
Profit & Loss Calculations
Automatically calculates your Unrealized and Realized PNL, as well as your ROI, to track how your investments are performing.
-
Customizable to Fit Your Needs
Easily customize the tracker to suit your portfolio by adding/removing stocks or adjusting categories based on your needs.
-
Watchlist for Future Investments
Monitor stocks you're interested in buying or selling, with details like market cap, P/E ratio, and daily price changes.
-
Historical Data & Trend Analysis
View your stock’s historical performance and track its growth over time to understand investment trends.
-
Multiple Currency Support
Track international stocks and convert values into your preferred currency for easy portfolio management.
-
Dividends & Tax Tracking
Record dividend income and track taxes related to your investment activities, making tax preparation easier.
Who Can Benefit from This Tracker?
-
Individual Investors
Ideal for anyone who wants to track their stock portfolio’s performance and make informed investment decisions.
-
Financial Advisors
Perfect for managing multiple clients' portfolios and providing timely insights into their investments.
-
Global Investors
Track stocks from various international markets, all within one convenient platform.
Why Choose This Tracker?
-
Easy to Use: Simple interface and intuitive design, both in Excel and Google Sheets.
-
Real-Time Updates: Get the latest market data to make timely decisions.
-
Comprehensive: Manage everything from stock performance to dividends, taxes, and beyond.
- Customizable: Tailor the tracker to fit your specific portfolio size and needs.
Start using the Stock Portfolio Tracker today and take control of your investments!
WHAT’S INCLUDED?
- Step-by-step instructions
- 4 Templates of Spreadsheets
- Sample Google Sheet with Mock Data
- Blank Google Sheet
- Sample Excel with Mock Data
- Blank Excel
- Editable in Google Sheets and Microsoft Excel
- Compatible with MAC, PC, Phones, or Tablets
FEATURES & LIMITATIONS
- Automated Calculations: All totals, charts, and summaries update automatically when data is entered. No manual math required.
- Currency Customization: For all budget and finance-related templates, you can easily change the currency symbol (USD, EUR, GBP, etc.) in just a few clicks.
- Protected Formulas: Certain cells and tabs are locked to prevent accidental deletion of complex formulas, ensuring your template works perfectly. However, no passwords are required—you can easily unlock the sheets if you wish to customize the structure.
- Language: This template is provided in English
- No Macros: We use advanced formulas instead of VBA macros, making the files safer and more compatible across different devices.
HOW IT WORKS & REQUIREMENTS
SYSTEM REQUIREMENTS:
To ensure all features and automated functions work correctly, you will need:
- Microsoft Excel: A subscription to Microsoft 365 (formerly Office 365) is strictly required. Older versions (Excel 2019 or earlier) may not support all formulas.
- Google Sheets: A free Google Account if you prefer using the web-based version.
- Device: A desktop or laptop is highly recommended for the best experience. Mobile devices may have limited editing capabilities.
HOW IT WORKS:
- Purchase and download your files instantly.
- Open the PDF file to access your unique Google Sheets link.
- Open the Excel file directly if using Microsoft 365.
- Follow the setup instructions inside and start planning!
IMPORTANT TO KNOW:
- Compatibility: This template is exclusively designed for Microsoft 365 and Google Sheets. It is not compatible with Numbers (Apple), LibreOffice, or OpenOffice.
- Refund Policy: Due to the instant nature of digital downloads, no refunds or exchanges can be given once the files are downloaded. Please verify your software compatibility before purchase.
- Personal Use Only: Your purchase grants you a single-user license. Re-selling, sharing, or distributing this template in any form is strictly prohibited and protected by copyright law.
DISPLAY & COLOR DISCLAIMER: The visual appearance of the spreadsheet may vary slightly depending on your screen resolution, color settings, and device hardware. For the best experience, we recommend using a desktop or laptop.
NEED HELP? If you have any questions, feel free to reach out to us at spreadsheetshub.office@gmail.com or info@spreadsheetshub.com. You can also contact us on WhatsApp for assistance.
