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Investment Tracking Spreadsheets: Free Excel Templates

    Investment tracking is a great way to keep an eye on the progress of your investments. In the United States, there are many financial websites that you can use to free track your investments. However, if you are one of those people who would like to manage their own financials in a simple way, then you’re probably thinking about making an investment tracker spreadsheet.

    What Is an Investment Tracking Spreadsheet?

    Investment Tracking Spreadsheets
    Investment Tracking Spreadsheets

    Investment tracking spreadsheets are great tools for assisting you in keeping track of your investments. You can follow the value of your stocks, mutual funds, and bonds in this type of spreadsheet. This allows you to have a detailed record of the changes in your holdings. Personal finance software is a simple way to keep up with everything you have going on financially. As people progress in their financial lives they need more complicated tools to stay on top of things.

    Why do you need an investment tracking spreadsheet?

    Whether you’re making the choice on your own or are a part of a growing investment club, investing in stocks and other companies is a great way to make substantial profits. However, there is more to it than just researching different companies to buy.

    Once you start to invest, it is imperative that you keep track of your investments for that day when you want to take advantage of some of them. There are multiple ways to do this, but one of the most adaptable and straightforward ways to understand, track and report on the overall success of your investments is through the use of an investment tracking spreadsheet in MS Excel.

    By using an investment tracking spreadsheet, you will be able to keep all of your investment information in one convenient location. This document normally contains a spreadsheet area on which you will list the pertinent details of each particular investment, such as the type of investment, the amount invested, rate of return, and several other data items.

    If you’re trying to manage your assets, you’ll likely need an investment tracking spreadsheet. Asset allocation refers to how you divide your assets and put them into your investments. The type of asset allocation to choose would largely depend on your purpose for investing. This purpose also helps you determine the aggressiveness of the asset allocation you’re targeting.

    Advantages of using an Investment Tracking Spreadsheet

    • An investment tracking spreadsheet can be of great help to the investor. It shows you the whole record of your purchases, sells, dividends, return of capital transactions, and splits.
    • Investment tracking spreadsheets are great for entering data. They can be used for a reason ranging from tracking your small business to keeping a daily journal. To use an investment tracking spreadsheet, you should make sure that data entered into cells are either flat or static. This will allow automatic calculations of other values to take place in the spreadsheet.
    • A huge advantage that a spreadsheet needs to be clear is the ability to sort data in a certain manner. A good spreadsheet should not only make it easy for you to read information, but also be able to provide you with detailed information on each category you want.
    • It not just helps you in keeping a record of your assets and income locally but it also helps you in managing any international investment or assets which you have.

    Free Investment Tracking Spreadsheets

    Google Sheets

    The investment tracking spreadsheet is the most common financial system used by individuals. Some people are intimidated by the use of Microsoft Excel, but there is nothing to fear. You just need patience and practice in order to learn how to use this tool. Now, if you’re looking for a more improved version, Google Sheets can be a good alternative as it offers more features and functionalities. If you’re not sure what Google Sheets is, then it’s high time you learn about it.

    Microsoft Excel

    If you are looking for the best way to track your stock portfolio and produce various reports, here is a tool that can help you with it. Microsoft Excel allows the user to generate monthly and yearly reports on the cost basis of taxes on their individual lots, track the purchase and sales transactions, and calculate the dividends schedule.

    Conclusion

    There are lots of investment tracking spreadsheet templates available online. Most of them, however, require you to do your own customization.

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