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An investment tracking spreadsheet is a very useful tool for any investor. Using this is a simple way for you to keep track of the value of your investments over time. Whether you’re in charge of monitoring your investments for your company or you just want to monitor your personal investments, using an investment tracker makes the task easier.

Benefits of using an investment tracking spreadsheet

All types of investors can benefit from an investment tracking spreadsheet. This is a simple yet highly effective tool. Use the stock portfolio tracker Excel to measure the progress of your investments against your financial goals. This gives you a good grasp on the money you own, where you’ve invested your money and the performances of your investments.

Creating an investment Excel template allows you to have a single location to store all of your important investment data. Here are the other benefits of using an investment tracking spreadsheet:

  • It shows you the entire record of your purchases, sells, dividends, return of capital transactions, and splits.
  • You can use the investment tracker as a reference when you need to make any financial decisions.
  • An investment Excel template is very easy to use as it performs calculations automatically when you input data.
  • You can organize the information on the template into categories to make it easier for you to understand the status of your investments.
  • You can use it to keep track of your assets not just locally but any international assets and investments as well.
  • It’s easier for you to perform rebalancing. In fact, some downloadable templates already do the work for you.

Downloadable Templates:

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Why do you need an investment tracking documents?

An investment tracking spreadsheet is one of the most versatile and easiest ways to understand and keep track of the overall performance of your investments. Nowadays, anyone can become an investor. But there are so many ways and places to invest.

If you have a lot of investments, it’s important to stay on top of everything. Here are the main reasons why you need an investment or stock portfolio tracker Excel:

  • To keep all of your investment information in one location
    If you have a lot of different investments, it only makes sense to keep an investment tracking spreadsheet. Otherwise, you would have to monitor each of your investments separately which can be very time-consuming. Using it allows you to get an overall picture of your financial health in terms of your investments.
  • To gauge the overall performance of your investments against benchmarks
    Making use of benchmarks is an excellent way to assess the performance of your investments. If the benchmark you use increases for a couple of months or even years while your investments remain the same or decrease, you may have to re-think your strategies.
    Depending on what types of investments you have in your investment tracker, there are different types of benchmarks available for use. These benchmarks generate an index that’s based on different information with regards to the stock mix within it. This makes them well-rounded representations of the industries they focus on.
    No matter how well your investments perform, you must always maintain a healthy perspective. Keep in mind that the market will always go up and down. Therefore, constantly keeping track of your investments through a spreadsheet makes it easier for you in the long-run.
  • It’s easier to evaluate the allocation of your assets when planning your investment strategies
    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.
    Use the information on your investment Excel template to plan your investment strategies. After determining your asset allocation target, use the information on the spreadsheet to compare your desired allocation against your actual or current allocation. This helps you make more informed decisions in terms of your investments.

How to track your investments using investment tracking spreadsheets?

If you want to take control of your investments and keep track of everything, the best thing you can do is create some kind of investment tracker. If you prefer using spreadsheets, the best ways to track your investments are through:

  • Microsoft Excel
    Use this software to keep track of the cost basis of taxes on your individual lots and to calculate or map out your dividend schedule. However, this isn’t too effective for when you want to import stock quotes in real-time.
  • Google Spreadsheets
    Use this if you want the information on your spreadsheet to automatically update with the information from public finance sources. Although this isn’t as powerful as Microsoft Excel, you can access it from anywhere as long as you log into your Google account.

Other types of financial tracking spreadsheets or templates

For any investor, it’s important that you can accurately and easily visualize your financial health. Using an investment tracking spreadsheet allows you to know where your money is at all times. But there are other types of financial tracking spreadsheets and templates to use too. These include:

  • Family Budget Planner
    Starting a family often means that you have to keep track of a lot of financial information like car payments, children’s tuition fees, mortgage, and so much more. Therefore, you need to create a planner to provide you with the financial awareness you need to always stay on top of your family’s finances.
  • Personal Monthly Budget Spreadsheet
    Even if you don’t have a family yet, it’s a good idea to take control of your budget each month. Create your own budget based on your salary to give you a better idea of where you can save, which expenses you can take out from your budget, and so on. Creating this spreadsheet makes it easier for you to reach your financial goals.
  • Holiday Spending Budget
    During this most wonderful time of the year, a lot of us end up overspending because we don’t budget for the holidays. Whether you plan to take a trip at this time or you want to go shopping with your loved ones, planning the budget for it is important if you want to avoid breaking the bank.
  • Travel Budget Worksheet
    If you love traveling, you must consider your costs all the time. One of the easiest ways to do this is through a travel budget worksheet. Here, you can set your budget then list all of the expenses you will have so you know how much you need to save for your trip. Do this each time you have a trip planned.
  • Income Statements Template
    An income statement refers to a document which declares the amount of your earnings and the amount of money you spend. All types of people use these to get a good picture of their financial health. You can download a template or create your own to help you take control of your finances.
  • Savings Goal Tracker
    For a lot of people, saving money is very challenging, especially without a savings goal. But once you set your mind to the task, you may find it becoming much easier. To help you out, use a savings goal tracker to monitor how much you save monthly, quarterly or yearly.
  • Credit Repair Spreadsheet
    When it comes to financial health, more and more people continue to struggle. They find themselves in a rut as they often miss payments. Even if you’re lucky enough to bring yourself out of such a situation, you’ll realize that you already have a bad credit history.
    The good news is that it’s possible to repair your credit and the process is quite easy. Use this type of spreadsheet to “rehabilitate” yourself financially to impress any credit reporting agency.
  • Wedding Budget Spreadsheet
    Weddings can be extremely expensive, especially when you get carried away with all the lovely choices available. But if you’d much rather invest in your marriage instead of your wedding, you can set a reasonable budget for the latter. Then keep track of all your costs using a spreadsheet to make sure that you don’t go over budget.
  • Donation Tracker
    If you plan to organize a fundraising event, make sure to create a donation tracker to go with it. Depending on the cause of your event, you must keep an eye on all of the money coming in. That way, you can clearly calculate how much you’ve raised and if it’s enough for the cause.
  • Price Comparison Template
    This is an excellent financial tracker for those who want to find the best bargains. No matter what you plan to purchase, there are different types of businesses around and when you’re canvassing, it can be a challenge to remember all of their offers. But with this template, you can take note of all the offers, compare prices, and find the best one.
  • Money Tracker
    Finally, this type of tracker is more general in nature, Therefore, you can use it for different purposes and customize it however you wish. Still, it’s very useful for when you want to monitor all of your finances.


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