A simple investment spreadsheet remains one of the most popular and flexible tools for tracking your portfolio. As OldSchoolValue.com notes, “Every serious DIY investor still uses stock tracking spreadsheets.”
The benefits of using your own spreadsheet include privacy, simplicity, and especially customization.
You can simply track the value of your stocks, mutual funds, ETFs, and more. Or you can run custom reports and analyze trends, project your tax liability, and visualize retirement income scenarios.
Keeping Your Holdings Data Current
Both Google Sheets and Excel (with a 365 subscription) make it easy to automate current and historic stock pricing data in your spreadsheets.
Updated stock data in Excel
Stocks is a new Excel feature for Microsoft 365 subscribers. It’s a type of “linked data” because it connects to an online data source. Use to keep your stock prices updated with a refresh of your workbook. Learn more here.
Meanwhile, the STOCKHISTORY function retrieves historical data about a financial instrument and loads it as an array. Learn more here.
Updated stock data in Google Sheets
There are more high-quality, free investment trackers for Google Sheets than Microsoft Excel. That’s because of Google Sheets has long supported the GOOGLEFINANCE function.
Unlike the Stocks data type in Excel, GOOGLEFINANCE automatically updates your spreadsheet with the latest prices every 20 minutes.
Table of Contents
Free Investment Templates for Google Sheets
Simple Investment Calculator for Google Sheets
See if you’re on track with your investment goals and model how changes to your strategy might impact the end result with this free investment calculator for Google Sheets.
Investment Tracking Spreadsheet for Google Sheets
Track the daily price history of your stocks in Google Sheets with this simple template powered by Google Finance.
“Ultimate Investment Tracking Spreadsheet” from Rob Berger
Leading money expert (and founder of Dough Roller) Rob Berger has shared an excellent Google Sheets investment tracker on his site. It tracks fundamentals for your holdings such as purchase price, current value, and expense ratio. But you can also designate an asset class for each of your holdings. The template then automatically tracks your allocations over time, so you can see when you it’s time to rebalance your portfolio.
Rob has detailed instructions and a video on his blog.
Free Investment Templates for Excel
Simple Investment Tracker for Excel
Use Excel to track your investments. It’s as easy as typing text into a cell and converting it to the Stocks data type.That connection allows you to bring back rich, interesting information that you can work with and refresh. This accessible investment tracking spreadsheet template is perfect for stock portfolio tracking and gives you a simple overview of your current portfolio with current prices and details of your assets.
Free Stock Quotes in Excel from Vertex42
This simple template from Vertex42 uses Excel’s Stock data type to get price updates, and also contains a basic stock portfolio worksheet that uses VLOOKUP to get the current price based on the stock symbol.
Stock Portfolio Tracker Excel Template
The Stock portfolio tracker Excel template from Indzara shows:
- Current market value of all your stocks and the Cash balance
- Portfolio mix by instrument type and industry
- Today’s market performance and your portfolio performance
- List of all your stocks with performance data (Quantity, Gain/Loss, % Gain/Loss, etc.)