MMS Investment Portfolio Tracker

THE spreadsheet to track all of your investments in one place 📈

Do you have lots of investments?
Are these investments spread across many different accounts and platforms?
Do you want to track all of your investments in one place?
Including your stocks, index funds/ETFs, crypto, and more?
Do you want to see visual breakdowns of all of your investments that are automatically generated?

Then this spreadsheet is perfect for you! ✅

After years of investing I had a ton of investments spread across different platforms, inside different accounts (ISA, Pension, General Investment Accounts) and could never find a spreadsheet that tracked them all easily whilst producing graphs on a singular tab so I could get an automatically generated snapshot of where all of my money is.

So... I created this spreadsheet! 💻

📊 Included Graphs:

• Total investment portfolio
• Investment by account (S&S ISA, LISA, GIA, etc)
• Investment by broker/platform (Vanguard, Trading212, etc)
• Investment by type (Index funds, ETF, Stock, Bond, Crypto, etc)
• Fund split
• Stock split
• Crypto split
• Pension split
• Stock market portfolio
• Stock market by type 
• Investment equity vs investment cost
• Investment growth %
• Compounding projections (10, 30, 50 year time horizons)

💼 What's included in your purchase?
On purchase you will receive a PDF. This PDF includes:

1. Clean spreadsheet
2. Sample spreadsheet
3. Youtube video tutorial to get the most out of the spreadsheet

I got a few people to test the spreadsheet before releasing it, what did they say about it? 🤔




Please note: This is a digital product.