Investment Tracker in Google Sheets

Whether you’re a seasoned investor or just getting started, staying on top of your portfolio is essential. The Investment Tracker in Google Sheets is a ready-to-use, fully customizable tool that helps you track investment types, monitor ROI, and optimize your financial strategy—all in real-time. It’s the easiest way to bring clarity and control to your investments.

Key Features of the Investment Tracker in Google Sheets

Summary Sheet Tab
Get a complete overview of your portfolio in one glance with:

• Month Selector – Pick a specific month to view filtered data

• Amount Invested by Investment Type – Visual pie chart for asset allocation

• ROI by Investment Type – Know which investments are paying off

• Key Metrics

  • Total Invested

  • Current Value

  • Total ROI (%)

  • Avg. Investment Duration (Months)

• Data Sorting Options – Sort by Date or Investment Type

• Table Fields:

  • Date

  • Investment Type

  • Amount Invested

  • Current Value

  • ROI

  • Purchase Price

  • Duration (Months)

  • Notes

Dynamic Charts
The dashboard auto-updates with visuals every time you log a new transaction.

What’s Inside the Investment Tracker in Google Sheets

You’ll get two powerful, fully integrated sheets:

Summary Sheet – Automatically aggregates and visualizes your entire portfolio by type, date, and ROI. Ideal for monthly performance reviews and presentations.

Investment Tracker Data Sheet – This is where you log all your transactions. Fields include:

• Date

• Investment Type (e.g., Crypto, Stocks, Bonds)

• Amount Invested

• Current Value

• Purchase Price

• ROI (Auto-calculated)

• Investment Duration

• Notes

As you update this sheet, the summary dashboard responds instantly—no formulas required.

How to Use the Investment Tracker

1. Enter Transactions – Log each investment in the Data Sheet

2. View Performance – Check the Summary Dashboard for ROI and total value

3. Sort and Filter – Organize by date, type, or month with dropdown controls

4. Track ROI & Duration – Automatically calculate key metrics

5. Monitor Progress Monthly – Select your preferred month to isolate data

6. Review & Share – Export for analysis or present to financial advisors

This tracker offers full control of your portfolio—no spreadsheets skills needed.

Who Can Benefit from This Investment Tracker?

Individual Investors – Stay informed and in control of personal wealth
Financial Advisors – Use it to track and present client portfolios
Traders & Crypto Enthusiasts – Monitor performance across asset classes
Wealth Managers – Keep tabs on ROI, duration, and asset distribution
Side Hustlers & Passive Income Investors – Analyze performance over time

If you invest money, this tool is for you!

Why You’ll Love This Template

Auto-calculates ROI—no formulas needed
Visually track asset performance and distribution
Filter by month or investment type
Sort and analyze data instantly
Mobile compatible—track on the go
Shareable for advisors or tax reporting
Beginner-friendly and highly customizable
100% Google Sheets—no software required

This tracker turns your scattered investment data into clean, decision-ready insights.

Click here to read the Detailed blog post

Click here to read the Detailed blog post

Visit our YouTube channel to learn step-by-step video tutorials

Youtube.com/@NeotechNavigators

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