Investing - Template 58
Stock & Crypto Investment Tracker
Your whole portfolio in one connected workbook.
Microsoft Excel◆Google Sheets◆.xlsx file
Holdings, transactions, accounts, dividend income, watchlist, goals and a rebalancing plan, all reading the same ten connected tabs. Record a trade once and the dashboard answers with portfolio value, asset allocation, top holdings, realised and unrealised return and how you are doing against your benchmark. It covers stocks, ETFs, funds, bonds, crypto, commodities and cash across ISAs, pensions, brokerage and crypto exchange accounts, with duplicate and tie-out checks built in. Prices are yours to control - type them in Excel, or use the separate Sheets price column after importing to Google Sheets.
What's inside · 10 tabs
- Dashboard - portfolio value, daily change, asset allocation, top holdings and a benchmark comparison
- Portfolio - every holding with value against cost, return, income and a full diversification summary
- Transactions - buys, sells, deposits, withdrawals, dividends, interest, fees and more, with monthly cash flow
- Accounts - your account registry with cash control and platform level values
- Dividends - monthly forecasts, income received against forecast, forward yield and a holdings planner
- Watchlist - tracked assets with editable buy below and sell above targets, and a market pulse panel
- Goals - target amount, progress, milestones and growth scenarios out to your target date
- Rebalance - current against target allocation, portfolio drift and the trade amounts to get back on plan
- Lists & Checks - controlled dropdowns plus duplicate, incomplete record, allocation and tie-out checks
- Start Here - set the base currency and benchmark once, then let the workbook calculate
Pairs Beautifully With
