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These free investment tracking spreadsheets for Excel allow you to easily
track your investments and watch them grow.
Investment Tracking Spreadsheet offers the following...
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Track up to 5 separate investment accounts, one per excel worksheet.
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Has Excel worksheet to summarize all investment assets.
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Has a future value estimator that allows you to enter two "what
if" investment planning scenarios, or determine the future value of
your current investment assets.
Download pFin - Investment
Tracking Excel Spreadsheet (zip file)
Individual Investment Tracking Spreadsheet offers the following...
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Track up to 3 separate brokerage accounts,
one per excel worksheet.
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Allows you to track securities separately so is perfect for people that
buy and trade individual stocks and mutual funds.
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Automatically calculates months each security has been held to assist you
with capital gains tax reporting.
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Calculates profit and loss (P/L) for each security held.
Download pFin -
Tracking Individual Investments Excel
Spreadsheet (zip file)
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(The Excel Nexus)
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