Stock Portfolio Tracker
Track different Stocks for batter visibility & tracking & data driven decisions.
An investment portfolio is hard to manage when it's scattered across statements. This free Stock Portfolio Tracker brings your holdings together — shares, buy price, current value and gain or loss — so you can see your whole portfolio's performance and allocation in one place.
How to use it: enter each holding with the quantity and purchase price, and update current prices to see value and gains. The totals show your overall position and how each holding contributes, helping you review and rebalance.
Key features
- All stock holdings in one view
- Cost, value and gain/loss
- Portfolio totals and allocation
- Track performance over time
- Works in Excel and Google Sheets
This template is designed for individual investors and personal finance enthusiasts who track portfolios, returns and investment performance — without the need for expensive specialist software.
The Stock Portfolio Tracker is part of our Personal Finance & Budgeting collection — downloaded 5 times and counting. Built from real-world experience by the ExcelGurukul team and tested across multiple industries and roles.
Frequently asked questions
Is the portfolio tracker free?
Yes, free with no registration.
What does it track?
Holdings, cost, current value and gains or losses.
Does it update prices automatically?
You update current prices; it then calculates value and gains.
Which currency does it use?
Any — enter amounts in your own currency.