$9.50$19 · Google Sheets + Excel · Instant download
Track every stock, ETF, index fund and crypto holding in one clean spreadsheet. Log your buys and sells, and the tracker calculates cost basis, gains and losses, and your allocation by asset type. A rebalancing tool shows what to buy or sell to get back to your target mix.
What's inside
Holdings tab for stocks, ETFs, mutual funds and crypto
Transaction log with automatic cost basis
Unrealized and realized gain/loss calculations
Allocation charts by asset class, sector and account
Rebalancing calculator for target percentages
Google Sheets version with live price formulas
Perfect for
DIY investors with several brokerage accounts
Index fund and ETF investors
Anyone who wants all accounts in one view
Who Investment Portfolio Tracker is for
Made for DIY investors who hold stocks, ETFs, index funds or crypto across several brokerages and retirement accounts and want everything in one view. It fits beginners learning about allocation as well as experienced investors who rebalance on a schedule.
How to use it in 4 steps
Add each holding with its ticker, account and asset type.
Log every buy and sell in the transaction tab to build accurate cost basis.
Set target percentages for your ideal mix of assets.
Use the rebalancing calculator when your allocation drifts from target.
Format and compatibility
You get a Google Sheets link to make your own copy and an .xlsx file for Microsoft Excel. Both versions have the same tabs and formulas. Sheets works free in any browser and in the Google Sheets app on iPhone and Android, so you can update it from anywhere. Excel works on Windows and Mac.