Excel Stock Portfolio Template: Free Download 

Excel Stock Portfolio Template

Are you looking for a free Excel stock portfolio template? Look no further! We have created a template that you can use right now to track your stock investments. This template is easy to use and customizable, so you can make it fit your own needs. Plus, it's free! So download it today and get started on building your own stock portfolio.

What is a stock portfolio, and why do you need one?

A stock portfolio is a collection of stocks that you own. There are many reasons why you may want to have an investment portfolio, such as investing for retirement, saving for a major purchase, or earning extra income. Whatever your reason is, a stock portfolio can help you reach your financial goals.

It is not enough to have an investment portfolio; but it is also important to track your investments and performance over time. Having a stock portfolio tracker can help you make better investment decisions, as you can see how your stocks have performed in the past and make adjustments as you see fit or based on your financial situation.

How to create your own stock portfolio in Excel?

Creating your own stock portfolio in Excel is easy! Just download our free template and enter the stocks you own or plan to buy. Then, you can track each stock's current price, average cost, and value. Plus, you can see the total value of your portfolio and how it has changed over time.

Google Sheets and Excel portfolio tracker

Once you have downloaded the template, you will find instructions on how to use it and customize it to fit your needs below.

Download our free Excel Stock Portfolio Template

Getting the Excel stock portfolio template is easy. The first set is to create a free Wisesheets account here. Once you have an account, download the Wisesheets add-in on Excel and log in with your account. Inside Wisesheets, you will see a "Wise templates" menu in there; you can download the template titled "Portfolio Stock Tracker." Once you have the template, you can make any changes you'd like, including the formatting, font, graphs, colors, etc.

Free Excel Stock Portfolio Template

The most important things to change are the companies you have in your portfolio, the average cost, and the amount you bought from that stock.

The beauty of this template is that if you use Wisesheets, the data will automatically update as you make changes or if you press the refresh button on the "WISEPRICE" menu section.

Keep in mind this template is absolutely free, and you can use it without a premium Wisesheets account, except you will only be able to get the real-time data for Apple, Tesla, and Amazon.

Tips for using the Excel Stock Portfolio Template

  • To enter a stock, type the ticker symbol in column A
  • The price per share, company name, and returns are calculated automatically and will update as you enter new tickers or press the refresh button.
  • If you do not want to track a particular stock, leave the cell blank and it will not be included in the calculation.
  • You can add as many stocks as you like, but keep in mind that the more stocks you have, the more difficult it may be to track them all.
  • Use the template as a starting point and customize it to fit your own needs!

Conclusion

We hope you find this Excel stock portfolio template helpful in tracking your investments. Remember, it is important to track your progress over time so you can make informed decisions about your money. So download the template today and start building your stock portfolio!

Do you have any tips for tracking stocks? Share them with us in the comments below!

Guillermo Valles

Guillermo Valles

Hello! I'm a finance enthusiast who fell in love with the world of finance at 15, devouring Warren Buffet's books and streaming Berkshire Hathaway meetings like a true fan.

I started my career in the industry at one of Canada's largest REITs, where I honed my skills analyzing deals and learning the ropes.

My passion led me to the stock market, but I quickly found myself spending more time gathering data than analyzing companies. That's when my team and I created Wisesheets, a tool designed to automate the stock data gathering process, with the ultimate goal of helping anyone quickly find good investment opportunities.

Today, I juggle improving Wisesheets and tending to my stock portfolio, which I like to think of as a garden of assets and dividends. My journey from a finance-loving teenager to a tech entrepreneur has been a thrilling ride, full of surprises and lessons.

I'm excited for what's next and look forward to sharing my passion for finance and investing with others!

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