Investment Tracking Spreadsheet

Looking for investment portfolio analysis template? We have some investment tracking spreadsheet in multiple template of excel. You can easily manage monthly financial accounts through this spreadsheet of excel. We have complete bundle of financial planning template, for more detail, you can contact us.

Investors invest a lot of money into different projects and businesses. Although, the investments are made into these projects after a lot of research and analysis. Still, the payback and ROI aren’t the same that been presented in the business model case.

Investment Tracking Spreadsheet

  1. Monthly to weekly base Investment portfolio tracking
  2. Excel spreadsheet use for monthly account settlement
  3. Multiple businesses portfolio tracking management

Note: Custom investment analysis template of Excel Available (Email)

Investment Tracking Spreadsheet Features

There are several options available for tracking any type of investment. These tools provide quick access to the results without any professional skills of the tool. Therefore, investors prefer to use these tools depending on the value of investment and affordability.

In modern times’ investment tracking options can be categorized as:

  • Online Investment Trackers
    • Client Portals
    • Personal Capital
    • com
    • com
  • Spreadsheet Investment Trackers
    • Microsoft Excel
    • Google Sheets
  • Software Investment Trackers
    • Quicken
    • Quickbooks
    • Fund Manager

Therefore, the most important task for the investors to effectively track the performance and repayment of their investments made into different projects or businesses.

Article: Money Management Excel Sheet

However, several online platforms, tools, and spreadsheets have come into action with their specific targeted market.

These tools can be used to manage all types of investments including stocks, mutual funds, bonds, real estate, cash, and certificates of deposit.

Components of Investment Tracking Spreadsheet Excel:

There can be a different type of tracking spreadsheets depending on the type of investment being tracked. However, the investments made into projects or businesses are most important for tracking purposes.

Therefore, a simple excel must include the following elements:

  • Investment Dashboard
    • Total Invested
    • Total Value
    • Gain (Loss)
    • % Gain (Loss)
    • Annualized Return (%)
    • Histogram
  • Investment Tracking Table
    • Date
    • Amount Invested
    • Total Value
    • Total Investment
    • Total Gain (Loss)
    • Total % Gain (Loss)
    • Variance
    • Annualized IRR
    • 6-Months IRR

Investment Portfolio Analysis Spreadsheet

The use of an excel spreadsheet for making an investment tracker is very common nowadays. Also, it is an easy, customizable, and cheap source of managing the investments.

The essential elements of the investment tracking spreadsheet have already been explained in the above section. So, the tabular spreadsheet includes all the information that can be used for effective tracking of the investments.

A table must be created with the headings of date, the amount invested, total value, etc. There are only three columns that need are used to input the data. Date of investment, the amount invested, and total value.

Investment Performance Excel Template

The other columns of the table are formulated to automatically calculate the output of the spreadsheet. The total invested column is equal to the cumulative amount invested to date.

While total gain or loss is calculated by subtracting the total investment from the total value for a particular date.

Investment Tracking Template (UK)

UK base layout template for monthly investment spreadsheet is also available for banking and other audit firms.

Similarly, all other columns have preset formulas for calculation of total % gain or loss, variance, and annualized IRR.


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