Stock Portfolio Tracking

By

stephen

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.