Stock Portfolio Tracker (2025-2026) | Investment template

The Stock Portfolio Tracker is a powerful tool designed for investors to track, analyze, and manage their stock investments with ease. Whether you’re a beginner or an experienced trader, this tool helps you stay organized and informed.

Key Features:
Comprehensive Portfolio Tracking
Track all your stock purchases and sales with detailed information such as stock ticker, company name, sector, exchange, quantity, price, and transaction fees.
Real-Time Price Updates
Stay up-to-date with real-time stock prices and market data for accurate and timely decision-making.
Profit & Loss Calculations
Automatically calculates your Unrealized and Realized PNL, as well as your ROI, to track how your investments are performing.
Customizable to Fit Your Needs
Easily customize the tracker to suit your portfolio by adding/removing stocks or adjusting categories based on your needs.
Watchlist for Future Investments
Monitor stocks you’re interested in buying or selling, with details like market cap, P/E ratio, and daily price changes.
Historical Data & Trend Analysis
View your stock’s historical performance and track its growth over time to understand investment trends.
Multiple Currency Support
Track international stocks and convert values into your preferred currency for easy portfolio management.
Dividends & Tax Tracking
Record dividend income and track taxes related to your investment activities, making tax preparation easier.
Who Can Benefit from This Tracker?
Individual Investors
Ideal for anyone who wants to track their stock portfolio’s performance and make informed investment decisions.
Financial Advisors
Perfect for managing multiple clients’ portfolios and providing timely insights into their investments.
Global Investors
Track stocks from various international markets, all within one convenient platform.
Why Choose This Tracker?
Easy to Use: Simple interface and intuitive design, both in Excel and Google Sheets.
Real-Time Updates: Get the latest market data to make timely decisions.
Comprehensive: Manage everything from stock performance to dividends, taxes, and beyond.
Customizable: Tailor the tracker to fit your specific portfolio size and needs.
Start using the Stock Portfolio Tracker today and take control of your investments!