Yieldly Portfolio Tracker | Stock & ETF Spreadsheet Template | Google Sheets & Excel | Instant Download

Stop guessing how your portfolio is doing.

The Yieldly Portfolio Tracker gives you a clear, real-time view of every stock and ETF you own — performance, allocation, gains and losses — all in one spreadsheet that updates automatically in Google Sheets.

No subscriptions. No apps. Just open it, enter your holdings, and see exactly where you stand.

What's inside

• Dashboard — Total portfolio value, overall return %, top 5 holdings, asset allocation chart
• Holdings tab — Track every position: ticker, shares, average price, current value, unrealised gain/loss
• Transactions tab — Full buy/sell history with running P&L
• Auto-pricing — Live prices via GOOGLEFINANCE in Google Sheets; static fallback in Excel
• 100+ pre-built formulas — No manual calculations needed

Works with

• ✅ Google Sheets (live prices)
• ✅ Microsoft Excel (static prices)
• ✅ Mac, Windows, mobile

Perfect for

• Long-term investors tracking a stock or ETF portfolio
• FIRE savers monitoring their path to financial independence
• Anyone tired of spreadsheets that fall apart the moment they add a new ticker
• European investors tracking international holdings (supports non-US tickers: AMS:, LON:, EPA:, ETR:)

Download contents

• Yieldly Portfolio Tracker — EN.xlsx (Excel + Google Sheets compatible)
• Yieldly Quick Start Guide — EN.pdf (1-page setup guide)

License: Personal use only. Not for resale or redistribution.

Questions? Reach out via Payhip messages — typically replied to within 24 hours.