Investment Portfolio Tracker Template for Excel

Investment Portfolio Tracker

Business Kate

Investing in different places helps one grow wealth and plan for one’s future. It is important to make the right investments so that they are profitable. One needs to keep proper track of the investments that they make. This will ensure that they know where they have invested and the condition of that investment.

An investment portfolio tracker is an important document to have here. This is a tool that aids investors in monitoring and handling the investments that they have made across different asset classes. The portfolio will let one remain organized when it comes to their investments.

An investment portfolio tracker is important as it lets one know all their investment holdings. Investors can manage their complete portfolio in one place. An investor will get an idea of their current status when it comes to the investments he/she has made. This helps them make future financial decisions that can benefit them.

The tracker includes details about the investor, such as their name and contact information. The investment that the investor has made will be noted down along with its investment category and the amount of investment. This will be true for all the investments that the investor has made.

Benefits of an Investment Portfolio Tracker:

The following are some benefits that an investment portfolio tracker may have:

  • The document lets one keep track of their investment performance. They will be able to know the present status of investments and analyze their performance.
  • Investors can make informed decisions when they can view the portfolio and see if it is performing according to their investment goals and benchmarks.
  • The tracker will let one manage their asset holdings.
  • When an investor gets an idea of the success or failure of their investments, they can make an investment plan that will handle their financial aims.

Don’t forget

  • It may be time-consuming to note down investment details in real time.
  • Human error is possible; if this occurs, the document will be invalid.
Investment Portfolio Tracker Template for Excel
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How to make an Investment Portfolio Tracker?

Below are some points that you can keep in mind when making this tracker:

Professional format:

The tracker should have a formal format and be simple to use. It can include a heading that reads “Investment Portfolio Tracker.” The details related to investments can be included in a table.

Investor details:

Before the table, you can have a section that mentions the full name of the investor. The investor’s contact details may be included. The period that the tracker is dealing with may be noted.

Create table:

The table can have a column for stock or ticker, which will note this down. There can be a column for the investment category. A column for the date of purchase will mention this. You can have a column for the purchase price and another for the amount brought. A column for total investment will calculate this and note it down.

There can be a column for the date and another one for the last closing price. Based on the investments that you have made, you can create separate sections and tables for them. For instance, you may have invested in stock and crypto.

Include only relevant details:

The tracker should not be confusing or have too much information. Only add what is necessary.

Investments are important and need to be managed carefully if one wants to make a profit and avoid losses. It is important to know what your investments are and their status so that you can make informed financial decisions. An investment portfolio tracker can help you out here. When made right, it will help an investor handle his/her investments better.