Stock Portfolio Tracker Google Sheets Template - Investment Dashboard, Trade Report, Watchlist & Transaction Tracker

A clean Google Sheets stock portfolio tracker that helps you record transactions, monitor holdings, track realized and unrealized gains, review allocation, manage a watchlist, and analyze performance with dashboards, charts, formulas, and a bonus printable trade journal.

FULL PRODUCT DESCRIPTION

Take control of your investments with this easy-to-use Stock Portfolio Tracker for Google Sheets. This digital spreadsheet helps you organize your portfolio, track buy and sell transactions, monitor gains and losses, view asset allocation, and analyze investment performance through clean dashboards and visual charts.

Designed for investors, traders, and beginners who want a simple way to manage their stock portfolio in one place, this template includes a dashboard, trade report, portfolio overview, watchlist, transactions log, settings page, and a printable trade journal.

The tracker includes automatic calculations after you enter your own data, making it easier to understand your portfolio value, total cost, realized P/L, unrealized P/L, account allocation, asset allocation, and trading performance.

KEY FEATURES

- Dashboard with portfolio value, total cost, realized gain/loss, unrealized gain/loss, number of assets, account allocation, and charts

- Transactions tab for manual buy and sell trade entry

- Portfolio Overview with holdings, cost basis, market value, portfolio allocation, current price, and P/L

- Watchlist to track favorite assets, price movement, 52-week high/low, P/E, EPS, notes, and trend visuals

- Trade Report with monthly performance, win rate, best trade, worst trade, fees, and strategy performance

- Settings tab to customize tickers, accounts, strategies, and current prices

- Bonus printable trade journal for planning and reviewing trades

- Clean layout with editable blue-text input cells and formula-driven summaries

WHAT'S INCLUDED

- Google Sheets-ready .xlsx template file

- START HERE Google Sheets setup guide PDF

- Bonus Trade Journal Printable PDF

- Product preview images for Payhip gallery

IMPORTANT NOTES

This template is designed for Google Sheets. Microsoft Excel, Apple Numbers, Zoho Sheet, and other spreadsheet tools are not guaranteed to work.

This is a manual tracker. It does not automatically import trades from brokers.

Dividends, share splits, bonuses, taxes, margin, options, and other special actions must be handled manually.

Sample data is included for demonstration. Replace it with your own data before use.

This is a digital download. No physical product will be shipped.

For personal use only. Do not resell, redistribute, copy, duplicate, or reproduce this template.

This product is for informational and organizational purposes only. It is not financial, investment, legal, tax, or accounting advice.