Stock Portfolio Tracker Spreadsheet (2025/26)

The Stock Portfolio Tracker for Google Sheets takes all those scattered notes and messy spreadsheets and pulls them into one clean, visual system for tracking your stocks. You get every transaction, return, and performance number lined up in a single dashboard, no more clicking between files or juggling different apps.

Everything just fits. The numbers, the charts, the summaries, they all work together, so you finally feel in control of your investments.

This Tracker does the heavy lifting for you: it figures out your ROI, profit and loss, and average buy or sell prices automatically. You can stop fussing with formulas and focus on what matters -> your investment strategy. The built-in charts show you how your portfolio is growing and how diversified it is. Automated summaries give you the facts you need to make better investment calls.

• Your stock investments stay organized from day one;
• ROI and returns update themselves;
• Charts show your performance at a glance -> Check out our Gantt Chart Template;
• All your transactions get tracked in real time

Whether you’re just starting out or you’ve been investing for years, this Tracker keeps your holdings accurate and easy to manage.

Managing your investments doesn’t have to be a headache. With this Tracker, everything feels simple and natural, letting you spend less time wrestling with spreadsheets and more time making smart decisions to reach your financial goals.

• Instant download: Start tracking your investments right after purchase, the Google Sheets file is ready to use immediately;
• Google Sheets compatibility: Works seamlessly on any device. Edit, customize, and update your portfolio anytime with a free Google account;
• Automated calculations: Built-in formulas track ROI, profit/loss, and portfolio value without manual work;
• Pre-built charts and visuals: Instantly see your portfolio performance, diversification, and growth over time.

1. Make smarter stock investments

Track key metrics like ROI, buy and sell averages, and profit or loss to understand how your portfolio is performing. Use real data to guide every investment choice.

• Stay organized and confident in your investment strategy
• See your overall returns at a glance without manual tracking

2. Identify trends and opportunities

Visualize your portfolio’s performance over time with pre-built charts and analytics. Spot growth patterns, evaluate risks, and adjust your strategy when needed. You can also check out our Crypto Portfolio Template

• Keep track of progress and market changes effortlessly

3. Simplify stock portfolio management

Manage all your stocks in one clear, structured spreadsheet. The built-in calculations and summaries help you save time while keeping your finances accurate.