Stock Portfolio template example to download

Stock Portfolio Tracker Spreadsheet (2025/26)

Name: Stock Portfolio Tracker Spreadsheet (2025/26)
Brand: CraftedCharts
Price: 3.29 EUR
Availability: InStock

€3,29 €3,99

Google Spreadsheets

Manage your Portfolio with Google Sheets Tracker

Manage your investments efficiently with this Stock Portfolio Tracker for Google Sheets. Track stock transactions, monitor performance, and calculate returns automatically in one organized spreadsheet. Designed for clarity and accuracy, this template helps you analyze trends, measure growth, and make informed investment decisions with confidence.

What you will get

When you purchase this template, you’ll get:

A fully editable Google Sheets Stock Portfolio Tracker, helping you track all your investments in one organized place. It's and Instant download so you can access your file right after purchase and start tracking immediately;

📈 Calculates ROI, profit/loss, average buy/sell prices, and total returns
📊 Tracks stock transactions and holdings automatically

Automatic calculations for ROI, profit and loss, and portfolio performance, with no setup or formulas needed.
Pre-built charts and analytics to visualize your portfolio’s growth and performance over time.

This template gives you a practical, ready-to-use system to manage your investments, monitor returns, and make informed financial decisions, all in one spreadsheet.

Why you’ll love this Stock Tracker

1. Make smarter investment decisions

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 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.

Key features

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.

FAQ

🔸 Is this Tracker compatible with Google Sheets?

Yes, this tracker is designed exclusively for Google Sheets and works on any device with internet access.

🔸 Does it calculate ROI?

Absolutely! It includes formulas for ROI, average buy/sell values, number of stocks sold, USD earned, current holdings, and profit/loss.

🔸 Can I customize the template?

Yes, you can modify columns, add custom formulas, or create additional charts to fit your portfolio needs.

Important notes

Digital product only; no physical items will be shipped

Compatible with Google spreadsheet (free account required)

Refunds not available due to instant download, please review carefully before purchasing

💬 Have questions? Send us a message, we’re happy to help you start!

Check out all the products

What to know about this Google Spreadsheet Template

This template is built for Google Sheets, which is free and easy to use with a Google account. Please note it won’t work in Excel.

Yes! You can edit columns, colors, text, and layouts to match your workflow or branding. Just be careful not to change cells that contain formulas, as this could affect automatic calculations.

Yes, once you buy the template, you can use and reuse it as many times as you like.

Not at all! The template is beginner-friendly and includes pre-built formulas to save you time.

This is a digital download, you’ll receive a PDF with a link to access the Google Sheets template instantly.