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:

1️⃣ Summary Sheet – Automatically aggregates and visualizes your entire portfolio by type, date, and ROI. Ideal for monthly performance reviews and presentations.

2️⃣ 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