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.

Laptop displaying a stock portfolio tracker with 'Shop Now!' button on a dark background

1/8

Stock Portfolio Tracker Spreadsheet (2025/26)

4 reviews

Just fill out your ticker symbols and share counts to organize your portfolio instantly.

€3,29 EUR €3,99 EUR

Google Spreadsheets Template

What you will get

Stop relying on delayed brokerage apps and clunky spreadsheets. This automated investment dashboard gives you:

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 📊 Tracks stock transactions and holdings automatically;
- Visual analytics: Pre-built charts and heatmaps to monitor your sector allocation and portfolio growth over time.

This template is a "plug-and-play" system designed to help you exit the chaos of manual tracking and enter a world of data-driven investing.

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A closer look at the Stock Portfolio Tracker Spreadsheet (2025/26)

The Stock Portfolio Tracker for Google Sheets is built for the "DYOR" investor. It pulls your scattered brokerage statements into one high-performance dashboard, giving you a 360-degree view of your net worth without the monthly subscription fees of premium apps.

Everything connects. When you log a trade, your ROI, current holdings, and diversification charts update instantly. No more broken formulas or manual price lookups.

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 this product?

It is a specialized investment accounting tool built to record stock transactions and analyze portfolio health. A high-quality stock spreadsheet includes live market price feeds, automatic ROI calculations, and a visual dashboard that monitors diversification across sectors and asset classes.

Google Spreadsheets

PDF File

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 spreadsheet 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.

Check out also our Check Stub Template

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

Check out all the products

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 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.