But there are so many ways and places to invest. Why do you need an investment tracking documents?Īn investment tracking spreadsheet is one of the most versatile and easiest ways to understand and keep track of the overall performance of your investments. In fact, some downloadable templates already do the work for you. It’s easier for you to perform rebalancing.You can use it to keep track of your assets not just locally but any international assets and investments as well.You can organize the information on the template into categories to make it easier for you to understand the status of your investments.An investment Excel template is very easy to use as it performs calculations automatically when you input data.You can use the investment tracker as a reference when you need to make any financial decisions.It shows you the entire record of your purchases, sells, dividends, return of capital transactions, and splits.Here are the other benefits of using an investment tracking spreadsheet:

This gives you a good grasp on the money you own, where you’ve invested your money and the performances of your investments.Ĭreating an investment Excel template allows you to have a single location to store all of your important investment data. Use the stock portfolio tracker Excel to measure the progress of your investments against your financial goals. This is a simple yet highly effective tool.

Benefits of using an investment tracking spreadsheetĪll types of investors can benefit from an investment tracking spreadsheet.

Excel income tracker