Free Investment Tracking Spreadsheet

Keeping track of your investments regularly will help you reach your financial goals and mitigate risk. To help you better keep track of your portfolio, we created this investment tracker spreadsheet that you can download and use for free. This tool is easy to use and primarily intended for new investors. Plus, we have another great gift for you. Keep reading to find out what it is.


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Why You Should Always Track Your Portfolio 

When you first start investing, you need to set some personal goals. Why are you investing your money? To buy a house? For retirement? No matter your goals, you always need to know how close you are to achieving them. This way, you will make portfolio adjustments more quickly and ensure that you are always on the right track. 

You could pay to use some investment tracker app, but you can do stock tracking just as easily in an excel or spreadsheet file. Plus, it’s completely free.

Get Your Investment Tracker Spreadsheet Now

It’s time to take your portfolio management to the next level! Get your free copy of our investment tracker spreadsheet now and get our How to Diversify Your Portfolio and Mitigate Guide as a gift. 

Just fill out the form below, and we’ll send you the details via email! 


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How to Use Our Investment Tracking Excel 

We designed this stock portfolio tracker excel (or spreadsheet) to help you manage all your portfolio better. With our tool, you can track all types of assets:

  • Stocks
  • Funds
  • Commodities
  • Cryptos
  • Forex positions

You will only need a few minutes to learn how to use this investment tracker spreadsheet, even if you’ve never used such a tool before. 

The spreadsheet has 2 pages: one for transactions and the other to give you an overview of how your investments progress each month.

To use it, first, add all of your transactions. You can choose between 3 types of transactions:

  • Buy – where you register an asset purchase
  • Sell – when you sell an asset
  • Div – when you receive dividends from a stock 

Once you’ve bought an asset, add the purchase price and volume and type its symbol in the designated cell. From that point, the spreadsheet will automatically track the price via Google Finance and tell you by how much your position increased or decreased. Google Finance, unfortunately, doesn’t track all available assets. For some, you will have to manually update the current price every once in a while.

When you’ve sold off one of your positions, just record the transaction. Do the same whenever you receive dividends from one of your stocks.

The other page of this free investment tracking spreadsheet will help you have an overview of your entire portfolio. You’ll be able to see how your positions in each asset category are doing. The second page also contains a graph to see how your portfolio evolution over time. 

Learn How to Diversify and Mitigate Risk

Besides the portfolio tracker spreadsheet, you’ll also get a free copy of our How to Diversify Your Portfolio and Mitigate Risk Guide. 

The guide will teach you how to build and diversify your portfolio to protect your investments from the risk associated with having your fund invested in just one asset class. 

In this guide, we will show you how to build three types of portfolios based on level of risk:

  • A conservative portfolio puts more emphasis on capital preservation rather than appreciation.
  • A moderate portfolio offers returns over a longer horizon while keeping the risk at a moderate level.
  • An aggressive portfolio is designed to maximize your return over a long time but at a much higher risk.

We will explain which of these portfolios is best suited to help you achieve your goals and also how to allocate your assets. 

Choosing the Right Broker

For maximum returns, when building a solid portfolio, you also need to choose the right brokers for you. To find it, use our investment platform comparison tool. 

By answering a few simple questions, our algorithm will show which is the best platform based on your needs and preferences. 

To find the best platform for you, we consider crucial information like fees, investing and trading frequency, goals, and, of course, investment amount. 

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Sortter Team

Sortter bases all its content on professionalism and expertise. Some of our articles have been written in collaboration with Sortter's versatile and skilled experts in the financial sector.

Everything you find on Sortter is based on reliable data and unbiased information. We combine our 10+ years finance experience with readers feedback. Read more about our methodology