Investment Portfolio Tracker Spreadsheet, Excel and Google Sheets, Stock Portfolio, Rebalancing, Dividend, 401k IRA Tracker

Investment Portfolio Tracker Spreadsheet for Microsoft Excel and Google Sheets, instant digital download. Track every investment across your brokerage, IRA, 401(k) and HSA in one place: cost basis, gains, dividends, your asset mix and exactly how to rebalance. Perfect for DIY investors with accounts at more than one broker. ✨ NOW INCLUDES 4 FILES: Excel + Google Sheets, each in a SAMPLE version (filled with example data so you can see how it works) and a BLANK version (ready for your own numbers). ★ WHAT'S INCLUDED ★ • 13 tabs with a clickable Start Here page • Dashboard: 16 KPI tiles, your top 10 holdings, allocation vs target and 4 charts • Holdings: up to 50 positions with shares, average cost, cost basis, market value, unrealized and realized gain, weight, dividends, yearly income, yield on cost and an optional target % with shares to buy or sell • Transactions: 1,000 rows for buys, sells, dividends, reinvested dividends and fees, with realized gain on every sale (average cost) • Accounts: up to 8 accounts with value, gain, taxable vs tax-advantaged, contributions and dividends this year • Allocation: actual vs target mix by asset class, drift flags, how much to buy or sell, a new-cash splitter that rebalances without selling, plus breakdowns by account and sector • Contributions: 300-row deposit log, this year vs your yearly limits with an on-pace check, and a month-by-month chart • Performance: monthly value, returns that exclude new money, return since start and a benchmark comparison • Dividends (by month and by holding), Realized Gains (by year, tax status and holding), a 30-ticker Watchlist with target prices and a Growth Projection with 3 return scenarios ★ PERFECT FOR ★ ✓ DIY investors with accounts at more than one broker ✓ Keeping your stock / bond mix on target ✓ Dividend and index fund investors ★ COMPATIBILITY ★ • Microsoft Excel (desktop, Mac, web) • Google Sheets (upload to Google Drive and open with Google Sheets) • 4 files included: an Excel version + a Google Sheets edition, each as a Sample and a Blank copy • Not designed for Apple Numbers ★ HOW IT WORKS ★ 1. Download the files right after purchase. 2. List your accounts and holdings. 3. Log your buys, sells and dividends. 4. Type current prices whenever you check them and set your target mix. Works in any currency ($, £, €, C$, A$ and more): just change the currency symbol. ★ PLEASE NOTE ★ • This is a digital download. Nothing will be shipped. • Prices are typed in by hand. There is no live market data or connection to your broker. • This is an organizing tool, not financial, investment or tax advice. • Because it's a digital file, returns aren't accepted, but if you have any trouble with the file, message me and I'll fix it or help you right away.