Stocks Portfolio Tracker for Google Sheets (Free)

The exact spreadsheet I use to track our family's stock portfolio on our journey to financial independence — now blank, and all yours. 🌱

No more juggling broker apps, CPF statements and a calculator. Type in what you own, and the dashboard does the rest:

📈 Live prices — your portfolio value updates automatically via Google Finance (SGX, US and LSE tickers), with a manual backup column for counters Google doesn't cover

💰 Dividend calendar — see month by month exactly when cash lands in your account, and your average monthly passive income

🥧 Allocation at a glance — by portfolio and by asset class (SG banks, REITs, ETFs, US stocks, bonds), so you know when to rebalance

🇸🇬 CPF built in — OA / SA / MA balances counted in your true net worth

🎯 Goal tracker — set your monthly passive-income target and watch your coverage % grow

Two versions included — a Solo version, and a Couple version with a joint-portfolio tab that automatically counts only your share.

How it works: you'll get a 1-page PDF with links to both templates. Tap one, choose "Make a copy", and it's yours — in your own Google Drive, private to you. A START HERE tab walks you through every column in plain English. You only ever fill in the blue cells; if you can type, you can use this.

Works in Google Sheets (free Google account needed). Live prices don't run in Excel.

For education only — not financial advice.

If it helps you, tell me your favourite part in my DMs @of.seeds.and.soil — it's how I decide what to build next. 🤎