Simple Portfolio Tracker – Google Sheets Investment Allocation Spreadsheet This spreadsheet is designed for long-term retail investors who want a clear snapshot of their portfolio without complex tools. Enter your transactions and the sheet does the rest, updating your summary automatically to show allocation, averages, and unrealized gains. Designed for Google Sheets, not Microsoft Excel.
Template will be sent to the provided E-mail Budgeting and tracking finances is a common habit of wealthy people. Budget tracker template is designed to assist you in embracing this habit. I work as a financial controller and I developed this excel spreadsheet for my personal use. Feel free to contact me if you run into any problem or have any ideas or questions.
It is possible to use it also on other OS building it directly from source code. Gizmo’s Freeware. MacOS / OSX. MacOS Installation Files (Previous Versions Included). They help to slice/dice the financial data to give better insight into what is going on.
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