Stock Portfolio Tracker Spreadsheet for Google Sheets & Excel – Investment Portfolio Dashboard, Live Market Data Tracker, Stock Watchlist, ROI Calculator, Dividend Tracker, Tax Record Organizer & Mult

Track, manage, and understand your investments with this Stock Portfolio Tracker Spreadsheet for Google Sheets and Excel. Designed for investors, traders, advisors, planners, and anyone managing stock holdings, this template gives you a clear and organized way to monitor purchases, sales, portfolio performance, dividends, taxes, watchlists, and overall investment growth.

This stock tracker is perfect for both beginners and experienced investors who want a simple but powerful system to manage their portfolio. You can log important stock details such as ticker symbol, company name, sector, exchange, quantity, purchase price, cost, fees, sales, and other investment records in one place.

The spreadsheet supports live market data, helping you keep your portfolio insights updated with current stock prices and key market metrics. It also helps you track important performance indicators such as realized profit and loss, unrealized profit and loss, ROI, portfolio value, and overall investment performance without needing to calculate everything manually.

The included investment watchlist allows you to monitor potential stocks before buying or selling. You can review useful data such as market capitalization, P/E ratio, and daily price movement to help support smarter investment decisions. The template also includes historical analysis and trend monitoring so you can better understand stock growth and past performance over time.

This portfolio tracker also supports multiple currencies, making it useful for international investors and global stock portfolios. You can also track dividend payouts and tax-related records, helping you stay better organized for annual reviews or end-of-year reporting.

The template is fully editable in both Google Sheets and Microsoft Excel, making it flexible for use on Mac, PC, phones, or tablets. It includes sample versions with mock data and blank versions so you can understand how the tracker works before adding your own investment details.

What’s Included

• ✓Step-by-step instructions
• ✓4 spreadsheet templates
• ✓Sample Google Sheet with mock data
• ✓Blank Google Sheet
• ✓Sample Excel spreadsheet with mock data
• ✓Blank Excel spreadsheet
• ✓Editable Google Sheets version
• ✓Editable Microsoft Excel version
• ✓Compatible with Mac, PC, phones, and tablets
• ✓Instant digital download

Key Features

• ✓Stock portfolio tracking
• ✓Investment portfolio dashboard
• ✓Stock purchase and sale logging
• ✓Ticker symbol and company tracking
• ✓Sector and exchange tracking
• ✓Quantity, cost, and fee tracking
• ✓Live market data updates
• ✓Realized and unrealized profit/loss tracking
• ✓ROI and portfolio performance metrics
• ✓Investment watchlist
• ✓Market cap and P/E ratio tracking
• ✓Historical performance analysis
• ✓Stock trend monitoring
• ✓Multi-currency support
• ✓Dividend tracking
• ✓Tax record organization
• ✓Fully customizable layout

Perfect For

• ✓Stock investors
• ✓Beginner investors
• ✓Everyday portfolio tracking
• ✓Experienced traders
• ✓Investment advisors
• ✓Financial planners
• ✓International investors
• ✓Dividend investors
• ✓Stock watchlist planning
• ✓Portfolio performance analysis
• ✓Investment tax record keeping
• ✓Long-term investing
• ✓Personal finance organization
• ✓Google Sheets investment tracking
• ✓Excel portfolio management

The Stock Portfolio Tracker Spreadsheet is a practical all-in-one investment management tool for anyone who wants to monitor stocks with more clarity and confidence. With live market data, portfolio performance metrics, stock watchlists, dividend tracking, tax records, multi-currency support, and customizable layouts, this spreadsheet helps you stay organized and make more informed investment decisions.