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Stock Portfolio Tracking

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

If you have any questions please message me, @swoicik.

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  • Google Sheet Template + Help Document
  • Size485 KB
  • Length3 pages


Stock Portfolio Tracking

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