Investment Tracker

Track portfolio holdings, returns, dividends, and allocation with visual charts.

About the Investment Tracker

Monitor your investment portfolio with this comprehensive Investment Tracker template. Keep all your investments organized in one place with performance tracking, allocation analysis, and return calculations. Features include individual holding entries with purchase date, shares or units, cost basis, current value, and gain or loss calculations, portfolio allocation breakdown by asset type (stocks, bonds, ETFs, real estate, crypto), sector diversification analysis, dividend income tracking with reinvestment options, transaction history log, and performance benchmarking. The template calculates total portfolio value, overall return percentage, annualized returns, and portfolio beta estimates. Includes rebalancing recommendations when allocations drift from targets. Tax lot tracking helps optimize capital gains and losses for tax purposes. Visual pie charts show allocation breakdowns, and trend displays track portfolio value over time. Export produces statements suitable for financial advisor meetings, tax preparation, or personal records. Perfect for self-directed investors managing diverse portfolios.

Features

• Professional layout ready to use in minutes
• Fully editable — customize colors, fonts, and fields
• Pre-built formulas that auto-calculate totals
• Works in Microsoft Excel, Google Sheets, and LibreOffice
• Print-ready formatting for professional presentation
• Mobile-friendly — edit on any device with Google Sheets

Who it is for

• Small business owners
• Freelancers and independent contractors
• Startup founders
• Accountants and bookkeepers
• Project managers

What's included

• Instant digital download (.xlsx format)
• Step-by-step instructions included
• Free lifetime updates
• Compatible with Excel 2016+ and Google Sheets

Frequently asked questions

What format is the template in?

The template is delivered as a .xlsx (Excel) file. It works seamlessly in Microsoft Excel (2016 and later), Google Sheets, LibreOffice Calc, and Apple Numbers.

Can I customize this template?

Absolutely! Every cell, formula, color, and font is fully editable. You can add your company logo, change the color scheme to match your brand, and add or remove rows and columns as needed.

How do I receive my download?

After purchase, you'll receive an instant download link via email. You can also access your files anytime from your order confirmation page. No waiting — start using your template immediately.

Do I need Microsoft Excel to use this?

No. While the template is optimized for Microsoft Excel, it also works perfectly in Google Sheets (free), LibreOffice Calc (free), and Apple Numbers. Simply upload the file to your preferred spreadsheet app.

Can I get a refund?

Yes, within 30 days of purchase if the file is corrupted or will not open, does not match its description, or you bought it twice. Email support@instantsheettemplates.com with your order number. See the refund policy in our terms of service.

Can I use this template for multiple businesses?

Yes. You can use it for your own businesses and projects, personal or commercial. You may not resell, redistribute or share the template file itself with others.