Excel Stock Tracker Template (Free): How to Keep Tabs on Your Investments

Excel stock tracker

Are you an investor? If so, you know that it's essential to keep tabs on your investments. Unfortunately, this can be difficult to do if you're not using the right tools. Excel is an excellent tool for tracking stocks, and today we're going to share an Excel stock tracker template with you. This template will make it easy for you to monitor your investments and make smart decisions about your portfolio.

If you'd like to see the video version click here:

What is the Excel Stock Tracker Template and how does it work?

The Excel Stock Tracker Template is a simple Excel spreadsheet that allows you to track your investments. It has 2 graphs, one illustrating the percentage of your portfolio per stock and the other the value of your portfolio at the price you paid versus the current price.

Excel stock tracker graphs

The template is easy to use and understand, and it's a great way to keep track of your investments. If you're an Excel user, it is very helpful. The best part is that you can click enter on cell B2 or press the refresh button on the Wisesheets menu to refresh the data.

Refresh excel stock tracker

Download the Excel Stock Tracker Template now and start tracking your investments today!

*Note that for the template to work and pull the real-time data, you need a Wisesheets account and the Wisesheets Excel add-on installed. You can get your free account here.

How to use the Excel Stock Tracker Template to track your stock portfolio?

The Excel template is straightforward to use. Simply enter the ticker symbols of your stocks in the first column. The template will then pull the real-time stock data from Wisesheets and display it in column C. You can use this data to track your investments over time and see how they are currently performing.

To get started, simply follow the following steps:

  1. Download the Excel Stock Tracker Template
  2. Create a Wisesheets account here
  3. Download the Wisesheets Excel add-in and login with your account
  4. Adjust the template to your liking

This way, you can more easily monitor your investments, make smart decisions about your portfolio and keep track of taxes and other relevant information you may choose to add.

Features of the Excel Stock Tracker Template that can help you stay on top of your investments

The template has several features that can help you stay on top of your investments.

– Real-time stock data: The template pulls real-time stock data from Wisesheets so you can always see how your stocks are performing.

– Portfolio value: The template displays the value of your portfolio at the price you paid versus the current price. This can help you see if your stocks are overvalued or undervalued.

– Tax information: The template also allows you to enter tax information so you can see how much tax you will owe on your profits.

– Dividend information: The template also allows you to track your dividend payments using Wisesheets (more on that here).

The Excel Stock Tracker Template is a great way to keep track of your investments and make intelligent decisions about your portfolio.

How to customize the Excel Stock Tracker Template to suit your needs

The Excel Stock Tracker Template is very flexible and can be customized to suit your needs. For example, you can change the date range that is displayed or add new columns for different data points. You can also use the template to track other investments, such as ETFs. Simply enter the ticker symbols in the first column, and the template will do the rest.

In addition to this, you can enhance the template to include dividend information as well as historical stock price data, stock financials, and key metrics combining Excel stocks and Wisesheets. You can click here to see a guide dedicated to this topic.

Conclusion

The Excel Stock Tracker Template is a great way to keep track of your investments and make smart decisions about your portfolio. The template is easy to use and can be customized to suit your needs. It also pulls real-time stock data from Wisesheets so you can always stay on top of your investments.

Download the Excel Stock Tracker Template now and start tracking your investments today!

We wish you all the best in your investment journey!

The Wisesheets Team

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!

6 Responses

  1. It?¦s really a nice and useful piece of information. I?¦m glad that you shared this helpful info with us. Please keep us up to date like this. Thank you for sharing.

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