Skip to product information
Laptop displaying a stock portfolio tracker with 'Shop Now!' button on a dark background
1/8
  • Laptop displaying a stock portfolio tracker with 'Shop Now!' button on a dark background
  • Laptop displaying a financial template with text on editing and usage
  • Financial dashboard with charts and graphs on a computer screen
  • Financial transaction tab overview with stock market ticker symbols and investment details.
  • Financial transaction summary sheet with investment data on a light gray background
  • Laptop and smartphone displaying investment tracking software with text 'Access Anywhere' on a light gray background.
  • Text on a marble background about a stock portfolio tracker for download
  • Laptop displaying a stock tracker template with text outlining its uses on a light gray background.

Stock Portfolio Tracker Spreadsheet (2025/26)

Track your stocks and know your numbers
€3,29 EUR €3,99 EUR

Google Spreadsheets Template
  • American Express
  • Apple Pay
  • Bancontact
  • Google Pay
  • Maestro
  • Mastercard
  • PayPal
  • Shop Pay
  • Union Pay
  • Visa

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.

    A closer look at the 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.

    What is the Stock Portfolio Tracker Spreadsheet (2025/26)

    A Google Sheets template for tracking stock transactions, holdings, ROI, and profit or loss in one place. Calculations and charts update automatically, so you can monitor performance and manage your portfolio without manual formulas.
    Black globe icon on a transparent background

    Google Spreadsheets

    PDF file icon with a download arrow on a green background

    PDF File

    Black download arrow icon on a transparent background

    Instant Download

    Financial transaction tab overview with stock market ticker symbols and investment details.

    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
    Financial transaction summary sheet with investment data on a light gray background

    Manage your Stocks portfolio!

    Gain the structure, insight, and confidence needed to optimize your investments with this Google Sheets tracker.

    💬 Have questions?
    Send us a message, we’re happy to help you succeed with your crypto journey!

    © CraftedCharts. All rights reserved.
    Check out all the products

    FAQs

    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.

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

    You may also like

    Usage & licensing for the Stock Portfolio Tracker Spreadsheet (2025/26)

    Your purchase of this produst is for your personal use only. Please note that your purchase does not include Resell or PLR (Private Label Rights). You are strictly prohibited from reselling, redistributing, or sharing the digital files and access links as your own work on any platform. By purchasing, you agree to use the Stock Portfolio Tracker Spreadsheet (2025/26) exclusively for your own private advancement and not as a product to be redistributed, flipped, or sold as is.