Back to Templates
Stock Portfolio Investment Tracker — Excel — slide 1
Excel
Modern

Stock Portfolio Investment Tracker Excel

4.7(992 reviews)
16,540 downloads

Monitor your stock portfolio performance with this investment tracking dashboard in Excel. Includes holdings list with ticker symbols, purchase price and date, current value, unrealized gain/loss, portfolio allocation pie chart, dividend income log, annual return calculator, and benchmark comparison.

Tags
portfolio tracker
investments
stocks
Excel
dividends
returns
Free
No cost

Instant download · No sign-up required

Fully editable source files
XLSX, PDF formats included
Commercial use license
Free updates
Secure checkout · 30-day money-back guarantee

More Excel Templates

You might also like these