Is my financial data secure?

100%. Unlike apps that require you to link your bank or brokerage accounts, this is a "manual entry" spreadsheet. Your data never leaves your private Google account.

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1/8

Stock Portfolio Tracker for Dividend Investors

4 reviews

A Google Sheets portfolio tracker that helps dividend investors and traders automate performance tracking, log transactions, and monitor asset growth.

€3,29 EUR €3,99 EUR

Google Spreadsheets Template | 2026

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What you will get

A ready-to-edit, Stock investment dashboard designed specifically for stock investors. This product isn't just for viewing your performance, it will also help you track dividends, monitor transactions, and manage your entire portfolio.

Inside you will find:

Live performance tracking: Real-time data integration via Google finance for US and International markets;
- Transaction ledger: A structured log for buys, sells, and dividends to keep your records tax-ready;
- Precision math:📈 Calculates ROI, profit/loss, average buy/sell prices, and total returns 📊;
- Visual analytics: Pre-built charts and heatmaps to monitor your sector allocation and portfolio growth over time.

This template helps you exit the chaos of manual tracking and enter a world of data-driven investing.

Process

1

Instant download Access your file immediately after purchase.

2

Access & customize Open the template and tailor it to your needs.

3

Put to work Start using your new product.

The tracker was created using proven investment strategies for managing and analyzing stock portfolios, ensuring it includes every essential element for a proper financial overview. It features 4 tabs, allowing you to seamlessly track your net worth and asset history, monitor market performance and allocation, outline your action plan for current holdings, and map out growth plans for the coming years, including your dividend strategy.

Every single section is unique, we made sure the content never repeats and that each part connects smoothly in a clear flow: transaction logging -> portfolio analysis -> performance execution.

This tracker is an incredibly flexible tool, making it suitable for every level of investor: beginner traders, growing portfolios, and experienced long-term dividend investors alike.

The entire product was designed in Google Sheets, making it exceptionally easy to customize to match your personal preferences.

With this stock portfolio tracker, you can:

Prepare a solid plan for your investments;
Plan for the future, create a long-term strategy, and set financial milestones;
Keep your portfolio targets, ROI, and asset acquisition progress organized.

Your files will be available to download once payment is confirmed. Instant download items don’t accept returns, exchanges or cancellations
Google Spreadsheets compatible
Automated calculations & charts
Privacy-focused
Fully customizable

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 in your investment strategy
See your overall returns at a glance without manual tracking

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.

Keep track of progress and market changes

Simplify stock portfolio management

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

What is a Stock Portfolio Tracker Template?

A stock portfolio tracker is just a spreadsheet where all your stock investments live in one place. Instead of logging into your broker, digging through five different apps to find your account balance, and manually calculating how much you've actually made, it all calculates automatically.

You have here:

An overview of all the stocks you own
Your gains and losses, both daily and total
How your money is split up, which stocks you hold, which sectors, how much of your portfolio each one is
A record of all your trades, when you bought, what you paid, what it's worth now

All your data stays with you in Google Sheets, secure, without needing to connect apps to your broker or worry about privacy issues.

Google Spreadsheets

PDF File

Instant Download

The CraftedCharts Standard in 2026

Feature	DIY	Generic	CraftedCharts
Ease of use	High effort	Confusing	✅ Ready-to-use
Customization	Manual	Locked	✅ Editable
Professionalism	Amateur	Outdated	✅ Modern & Pro
Value	Costly time	Low quality	✅ High ROI

Stock Portfolio Tracker for Dividend Investors

Is this the best Stock Portfolio Tracker?

We tried to make it one. This template is built to be simple. It has clear instructions walking you through every step, and it includes exactly the sections that help you make better decisions: your total gains and losses, how your money is divided across stocks and sectors, and a record of every trade so you can see what's actually working.

You stop spending time reconciling numbers after every trade. You see, clearly and quickly, which of your positions are pulling their weight and which ones aren't.

How to edit this Stock Portfolio Template

Open the file in Google Sheets to begin tracking your positions.

Update current share counts and ticker symbols.
Input purchase prices to calculate accurate unrealized gains.
Log payouts to monitor your growing passive income.
Review the automated charts that visualize your asset allocation.

Simply update your latest trades, and the template handles the rest, keeping your financial pulse consistent throughout the fiscal year.

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FAQs

Yes. It uses the =GOOGLEFINANCE function to pull live market data for most major global exchanges, meaning your portfolio value stays current without manual input.

Absolutely. You can log dividend payouts as part of your total return to see exactly how much passive income your portfolio is generating.

100%. Unlike apps that require you to link your bank or brokerage accounts, this is a "manual entry" spreadsheet. Your data never leaves your private Google account.

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Usage & licensing for the Stock Portfolio Tracker for Dividend Investors

This purchase is for your personal use only and does not include resale rights or Private Label Rights (PLR). You may not resell, redistribute, share, or republish this product, its files, or its access links in any form. By completing your purchase, you agree to use this product only for your own personal use and not for resale or distribution.