Free Investment Tracking Spreadsheet for Google Sheets and Excel

investment tracking spreadsheet

Do you want to start tracking your investment portfolio but don't know how to get started? Have no fear, because we have a free investment tracking spreadsheet that anyone can use! This spreadsheet is available on Google Sheets and Excel, and it will help you keep track of your investment performance over time. It's never been easier to get started with investment tracking. So download the spreadsheet today and get started!

Why tracking your investments is important

When it comes to investing, one of the most important things you can do is track your performance over time. This will help you see how your investments are doing and whether or not they are meeting your expectations. With this information, you can make adjustments to your portfolio as needed.

Investment tracking

Furthermore, tracking your investment performance can help you identify patterns and trends. For example, you might notice that your investments tend to do better in certain market conditions. By paying attention to these patterns, you can make more informed investment decisions going forward.

All in all, investment tracking is a critical part of successful investing. And with our free spreadsheet, it's easy to get started.

How to track your investments with a free investment tracking spreadsheet

There are many different investment tracking spreadsheet options out there, but we recommend using ours because it's free and easy to use. Plus, it's compatible with both Google Sheets and Excel. So no matter what platform you're using, you can get started right away!

Google Sheets investment tracker

Once you have the investment spreadsheet set up, you can start tracking your investment performance with ease. All you need to do is input your investment data, and the spreadsheet will do the rest. It's that simple!

Download the spreadsheet for Excel

Download the investment tracking for Google Sheets

*Note in order to take advantage of this template, you need a Wisesheets account to get the real-time price data on your spreadsheet. You can get your free account here.

Tips for using the investment tracking spreadsheet

Now that you know how to get started with investment tracking, here are a few tips to help you get the most out of the spreadsheet:

  1. Make sure to update your investment data regularly. This way, you'll always have an accurate picture of your investment performance.
  2. Take some time to learn about the different features of the spreadsheet. For example, you can visualize your investment data using built-in charts.
  3. If you're using the investment spreadsheet for Excel, you can take advantage of the macros to automate some of the tasks.

By following these tips, you'll be well on your way to becoming a successful investor!

The benefits of using a free investment tracking spreadsheet

There are many benefits to using a stock tracking spreadsheet, but here are a few of the most important ones:

  • It's an easy way to track your investment performance.
  • It can help you identify patterns and trends in your investment data.
  • It's an excellent tool for helping you make informed investment decisions.

Overall, investment tracking is a critical part of successful investing. And with our free tracking spreadsheet, it's easy to get started. So download the spreadsheet today and start tracking your investment portfolio!

For more information on investment tracking, check out our other blog post: Free Dividend Tracker Spreadsheet for Google Sheets/Excel.

FAQs about the free investment tracking spreadsheet

Q: What investment data should I track?

A: There is a wide range of investment data that you can track, but some of the most important metrics include your investment returns, portfolio value, and risk level.

Q: How often should I update my investment spreadsheet?

A: We recommend updating your investment data at least once a week. This way, you'll always have an accurate picture of your investment performance.

Q: I'm not very tech-savvy. Is the spreadsheet easy to use?

A: Yes! The investment spreadsheet is designed to be user-friendly and easy to use. Plus, it's compatible with both Google Sheets and Excel.

Conclusion

Investment tracking is a critical part of successful investing. And with our free investment tracking spreadsheet, it's easy to get started. So download the spreadsheet today and start tracking your investment portfolio!

If you have any other questions, let us know in the comments below 👇

To your investment success!

Guillermo Valles
 | Website

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 and facilitating over a billion dollars in commercial real estate deals.

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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