Last updated: November 7, 2011

Investment Tracking Spreadsheet, $7.95

This template is flexible enough for options, stocks and bonds.

Auto-calculation of:
• current or sale market value
• profit/loss in $
• profit/loss in %
• and break-even points including commission

Click to enlarge

User Feedback

Thank you for sharing your spreadsheet. I was rather unorganized with my tracking and your simple style of tracking is a great place to start cleaning up my accounts. Your sheet is easy to reformat to my taste and adjust (I have added a column to identify which account each investment is held in (roth, sep, rollover, ira…).

Hi,
Thank you…. honestly appreciate the work and the idea to share with everyone…. which is not very easy for everyone.
This work is very useful. Its very simple and easy to track investments and covers basic needs of all.