Investment Portfolio Tracker

Investment Portfolio Tracker — All Your Investments on One Honest Page.

Stocks in one app, mutual funds in another, an FD at the bank — nobody sees the whole picture. List every holding once, update current prices when you check in, and see invested value, current value, gain and allocation for the entire portfolio on one sheet. Comes pre-filled with an example portfolio, a dropdown type menu and colour-coded gains (losses turn red automatically) — type your own holdings over the examples.

What's inside

• Track up to 16 holdings — stocks, mutual funds, FDs, gold and more
• Invested value, current value, gain/loss and gain % calculated automatically
• Gains colour-code themselves — losses red, gains green — with a dropdown menu for investment type
• Portfolio totals in one row — what you put in vs what it is worth today
• Allocation summary by investment type with portfolio share %
• Pre-filled example portfolio included — see exactly how it works, then type over it
• Works in Excel, Google Sheets and LibreOffice
• Printable A4 PDF version included

How it works

Open the spreadsheet in Excel, Google Sheets or LibreOffice. Fill in the gold input cells — every total, balance and percentage calculates automatically. It comes pre-filled with example data so you can see exactly how it works — just type over the examples with your own numbers. Category and status columns have dropdown menus, and key columns colour-code themselves as you type. Prefer paper? A print-ready A4 PDF version is included.

Specifications

• Format: XLSX (live formulas) + printable PDF + read-me
• Works in: Excel, Google Sheets, LibreOffice
• Currency: ₹ by default — switch to any currency in one step (Format Cells)
• License: full rights — use, edit, rebrand & resell
• Updates: free for life

Full rights

Sold with full rights: use it personally or with clients, edit anything, and even rebrand and resell it — keep 100% of the income, no attribution required. Customise before reselling (marketplaces reject identical duplicates).

Please note

A personal organisation tool, not financial advice. Digital download — delivered instantly, so all sales are final; future updates are free.