Tracks assets in multiple countries, and converts all values into one common currency.Flexibility to group your investments into custom categories (e.g., domestic stocks, international stocks, bonds, etc.).Reporting on realized gains (super helpful during tax time!).Comparison of your portfolio’s performance versus the S&P 500 index and any custom benchmark of your choice.Calculates the $ and % return of your portfolio between any range of dates.Uses Google Finance formulas to automatically pull the current share price of your investments daily.This spreadsheet is easy to use but still comes packed with powerful features: To measure your progress against your financial goals, you’ll need to have a strong grasp on how much money you have, where it’s invested, and how those investments have been performing. Welcome to your new portfolio tracker - the latest, greatest, and only tool you need to monitor your investment portfolio.Īll investors - from the index couch potatoes, to the dividend aficionados, to the active day traders - need a tool to track their investment portfolios. Get the Investment Portfolio Tracker file in Google Sheets (log in to your google account, and then click File –> Make a Copy to create your own version). Investment Portfolio Tracker - a Spreadsheet for DIY Investors
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