23 Free Templates For Investment Tracking Spreadsheet

Discover a comprehensive suite of Investment Tracking Spreadsheets designed to streamline your portfolio management, facilitating efficient tracking of assets, dividends, and market trends for informed financial decision-making.

Investment Tracking Spreadsheet Template 01
Investment Tracking Spreadsheet Template 01
    Page: 6
  • Size: 105 KB
  • File Type: xlsx
  • Rating:
    446 votes
Investment Tracking Spreadsheet Template 02
Investment Tracking Spreadsheet Template 02
    Page: 3
  • Size: 115 KB
  • File Type: xlsx
  • Rating:
    395 votes

Tips For Using Investment Tracking Spreadsheet Templates

  • 1. Detail Investment Types: Begin by categorizing your investments (stocks, bonds, real estate, etc.) to get a clear view of your portfolio distribution.
  • 2. Record Dates and Performance: Regularly update the spreadsheet with purchase dates, dividends, and growth to monitor investment performance over time.
  • 3. Review Financial Goals: Tailor your spreadsheet to reflect your financial goals and use it to track progress, making adjustments as market conditions change.
Investment Tracking Spreadsheet Template 03
Investment Tracking Spreadsheet Template 03
    Page: 8
  • Size: 859 KB
  • File Type: xlsx
  • Rating:
    468 votes
Investment Tracking Spreadsheet Template 04
Investment Tracking Spreadsheet Template 04
    Page: 2
  • Size: 18 KB
  • File Type: xlsx
  • Rating:
    405 votes
Investment Tracking Spreadsheet Template 05
Investment Tracking Spreadsheet Template 05
    Page: 1
  • Size: 49 KB
  • File Type: xlsx
  • Rating:
    317 votes
Investment Tracking Spreadsheet Template 06
Investment Tracking Spreadsheet Template 06
    Page: 1
  • Size: 133 KB
  • File Type: xlsx
  • Rating:
    361 votes
Investment Tracking Spreadsheet Template 07
Investment Tracking Spreadsheet Template 07
    Page: 2
  • Size: 72 KB
  • File Type: xltx
  • Rating:
    368 votes
Investment Tracking Spreadsheet Template 08
Investment Tracking Spreadsheet Template 08
    Page: 6
  • Size: 46 KB
  • File Type: xls
  • Rating:
    379 votes
Investment Tracking Spreadsheet Template 09
Investment Tracking Spreadsheet Template 09
    Page: 11
  • Size: 94 KB
  • File Type: xlsx
  • Rating:
    354 votes
Investment Tracking Spreadsheet Template 10
Investment Tracking Spreadsheet Template 10
    Page: 8
  • Size: 859 KB
  • File Type: xlsx
  • Rating:
    348 votes
Investment Tracking Spreadsheet Template 11
Investment Tracking Spreadsheet Template 11
    Page: 3
  • Size: 4 MB
  • File Type: xlsx
  • Rating:
    352 votes
Investment Tracking Spreadsheet Template 12
Investment Tracking Spreadsheet Template 12
    Page: 1
  • Size: 16 KB
  • File Type: xlsx
  • Rating:
    375 votes
Investment Tracking Spreadsheet Template 13
Investment Tracking Spreadsheet Template 13
    Page: 27
  • Size: 2 MB
  • File Type: xlsx
  • Rating:
    269 votes
Investment Tracking Spreadsheet Template 14
Investment Tracking Spreadsheet Template 14
    Page: 2
  • Size: 21 KB
  • File Type: xlsx
  • Rating:
    446 votes
Investment Tracking Spreadsheet Template 15
Investment Tracking Spreadsheet Template 15
    Page: 11
  • Size: 39 KB
  • File Type: xlsx
  • Rating:
    297 votes
Investment Tracking Spreadsheet Template 16
Investment Tracking Spreadsheet Template 16
    Page: 12
  • Size: 179 KB
  • File Type: xlsx
  • Rating:
    294 votes
Investment Tracking Spreadsheet Template 17
Investment Tracking Spreadsheet Template 17
    Page: 22
  • Size: 332 KB
  • File Type: xlsx
  • Rating:
    486 votes
Investment Tracking Spreadsheet Template 18
Investment Tracking Spreadsheet Template 18
    Page: 3
  • Size: 40 KB
  • File Type: xls
  • Rating:
    363 votes
Investment Tracking Spreadsheet Template 19
Investment Tracking Spreadsheet Template 19
    Page: 3
  • Size: 32 KB
  • File Type: xls
  • Rating:
    410 votes
Investment Tracking Spreadsheet Template 20
Investment Tracking Spreadsheet Template 20
    Page: 2
  • Size: 29 KB
  • File Type: xlsx
  • Rating:
    457 votes
Investment Tracking Spreadsheet Template 21
Investment Tracking Spreadsheet Template 21
    Page: 2
  • Size: 22 KB
  • File Type: docx
  • Rating:
    290 votes
Investment Tracking Spreadsheet Template 22
Investment Tracking Spreadsheet Template 22
    Page: 3
  • Size: 93 KB
  • File Type: xlsx
  • Rating:
    304 votes
Investment Tracking Spreadsheet Template 23
Investment Tracking Spreadsheet Template 23
    Page: 7
  • Size: 1 MB
  • File Type: xlsx
  • Rating:
    469 votes