INVESTMENT TRACKER

This template makes it easy to see how your investments are performing.

Calculate Average Annual Return

Easily compare performance across different accounts, funds, or individual stocks to see what's truly working.

Track Unrealised Gains

See your portfolio's growth at a glance and understand the current value of your investments.

Contributions vs. Return

Visually understand how much of your portfolio is from your own contributions versus investment returns.

Monitor Your Timeline

The tracker automatically calculates how long you've been investing, keeping you motivated on your journey.

Track your investments with the money-weighted rate of return.

A visual of the investment tracker spreadsheet showing charts and figures.

What's Included:

  • Instant Download Excel Template
  • Simple 2-Minute Setup Guide
  • Track up to 10 investments side-by-side
  • Email support for any queries
£8.00

Please note: As this is a digital download, all sales are final.

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