# ROI & Investment Performance Tracker!

**Know What Your Money Is Really Earning.**

A complete investment tracking system in one spreadsheet — log every holding, see your true return after fees and taxes, rank your winners and laggards, and project your portfolio's future value under three scenarios. Just enter your investments — everything else updates automatically.

**What's Inside**

- 📋 **Investment Register** — track up to 100 investments across stocks, property, funds, or any other asset class, with purchase date, cost, fees, taxes, status, and current or exit value

- 💰 **True Net Return** — total cost basis includes fees and taxes, so you see real profit and Total ROI %, not just the headline price change

- 📈 **Annualized Returns (CAGR)** — compare a holding you've owned for six months against one you've held for ten years, on a fair yearly basis, with holding period and estimated payback period calculated for you

- 🏆 **Automatic Rankings** — every holding ranked by ROI, by value, and by time held, plus Top 10 tables to spot your winners and laggards instantly

- 🧩 **Asset Class Breakdown** — invested, value, profit, and ROI by asset class, with portfolio allocation percentages

- 🔮 **Scenario Planner** — project your portfolio's future value under Conservative, Expected, and Optimistic return rates, with optional annual contributions

- 📊 **Visual Dashboard** — total value, total invested, net profit, a portfolio health score, progress milestones, and charts for projected growth, top investments by ROI, allocation, and active vs sold holdings

- 🧠 **FinanceKit Intelligence** — plain-English insights on your best performer, largest holding, and overall portfolio position

- 📝 **Auto-Generated Reports** — a ready-made performance summary and asset class report, no manual formatting required

- ✅ **Built-in Guide** — the workbook opens on a Guide sheet, so you know exactly where to start

**Why You'll Like It**

Everything recalculates instantly — add an investment, update a value, or mark a holding as sold and every ranking, summary, insight, and chart updates automatically, no manual work required.

**What's Included**

- Instant .xlsx download

- Compatible with Microsoft Excel 2016+ and Google Sheets

- No macros, plugins, or add-ons needed

- Lifetime access and all future updates

- Clean, color-coded input cells with dropdowns so you always know what to edit

- Protected formulas so nothing breaks by accident

**Who It's For**

Anyone holding more than one investment who wants a clear, honest picture of how each one is really performing. Whether you own individual stocks, index funds, property, or a mix of everything, this gives you the real numbers behind your returns — so you can decide what to keep, sell, or add to based on actual performance instead of guesswork.

**one-time payment, lifetime access & updates**