Stock Portfolio Tracking

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This is the template used for tracking an investments portfolio. Each sheet can be used to track a different philosophy or strategy to see how they compare. 

This sheet will automatically populate stock quotes (pulled from Google Finance)

This sheet will let you track

  • Total Amount Invested
  • Average Amount Invested
  • Date of Purchase
  • Number of Shares
  • Holding P/L
  • Sold P/L
  • Holding Duration 
  • Net Realized P/L
  • Largest Gain
  • Largest Loss
  • Average Return
  • Total Deposit in Multiple Accounts
  • Total Appreciation in Multiple Accounts

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Google Sheet Template + Help Document

Size
485 KB
Length
3 pages
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Stock Portfolio Tracking

0 ratings
I want this!