Financial Portfolio Tracker Template

This tracker is an excel document that allows investors to track all of their financial investments by pulling individual corporate data through google sheets using stock tickers.

The only information you need to include are the stocks you own, the amount of shares for each stock, and the price at which you purchased them. If you have multiple positions in a single stock, using a weighted average can allow you to accurately measure the average price at which you purchased a stock.

The tracker also includes charts and other tools that allow you to assess the investments inputted into the template. Updates are available inconsistently and user feedback is welcomed.