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7+ Investment Spreadsheet Templates in PDF | XLS | DOC

Investing your capital has never been any simpler. Apps, electronic brokerages, automated platforms, broker-dealer advisors, Robo-investors, employer-backed retirement accounts, and good old-fashioned banks are all here to help. But the investment spreadsheet is the tool to help you at the top of your portfolio surpassing all other forms. With an investment spreadsheet, you can regularly conduct an investment portfolio check-up–either monthly, quarterly or annually, depending on your investment strategy and the ability to control your emotional response to your portfolio results.

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7+ Investment Spreadsheet Templates in PDF | XLS | DOC

1. Single and Multi Family Investment Spreadsheet Template

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Size: 347.6 KB

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2. Investment Analysis Spreadsheet in XLS

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Size: 23.2 KB

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3. Rental Single Family Investment Spreadsheet

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Size: 246.1 KB

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4. Investment Property Spreadsheet Template

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Size: 521.4 KB

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5. Investment Model Spreadsheet in DOC

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Size: 68.0 KB

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6. Investment Rental Analysis Spreadsheet Template

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7. Investment Spreadsheet Example

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What is an Investment Spreadsheet?

An investment spreadsheet is one of the simplest and most flexible ways of monitoring and understanding your financial portfolio results. This spreadsheet was designed for people who want to track the value of their investment accounts over time in a simple way. A spreadsheet for investment monitoring is a very useful instrument for any investor. Using this is an easy way of keeping track of your investment value over time. Whether you’re in charge of monitoring your company’s investments or just want to monitor your investments, using an investment tracker makes it easier.

This framework has been designed to offer a simpler way of tracking an investment account. This comes all down to only monitoring what you’ve spent and the current value of that investment. It does not document the cost basis and should not be used for purposes of taxation. Although some definitions are given in the Help worksheet and cell comments, not every word and every calculation is described in detail in the spreadsheet. It is up to the individual to ensure that they understand what the equation is about. This spreadsheet, for example, does not differentiate between realized or unrealized gains.

Why Track Investment With a Spreadsheet?

If you’ve got lots of investments, staying on top of everything is important. Here are the main reasons why you need an Excel investment or stock portfolio tracker:

  1. Keep all of your investment details in one place If you have a lot of different investments, maintaining a spreadsheet for investment monitoring is only sensible. Otherwise, each of your investments would have to be tracked separately which can be very time-consuming. Using it allows you to get an overall picture of your investment financial health.
  2. Calculating the overall performance of your investments against metrics Making use of benchmarks is an ideal way to evaluate your investment efficiency. If the benchmark you’re using increases for a few months or even years while your investments stay the same or decrease, you may need to rethink your strategy. There are different types of benchmarks available for use depending on what kinds of investments you have in your investment tracker. These benchmarks produce an index within which the stock mix is based on different information. This makes them represent the industries they focus on well-rounded. Regardless of how well your investments perform, a healthy perspective must always be maintained. Know the market is always going up and down. Hence having your investments continuously monitored through a spreadsheet makes it easier for you in the long run.
  3. While planning your investment strategies Asset allocation relates to how you split your assets and bring them into your portfolios, it is easier to assess the distribution of your assets. The type of asset allocation to choose from will depend to a great extent on your investment intention. This objective also allows you to assess the aggressiveness of your target asset allocation.
  4. Use your investment design details to formulate your investment strategies. Use the details on the spreadsheet to equate your desired allocation with your real or current allocation after deciding your asset allocation goal. This will help you make more educated investment decisions.

How Do You Monitor Your Investments Using Spreadsheets?

If you want to take control of your investments and keep track of everything, creating some sort of investment tracker is the best thing you can do.

  1. Microsoft Excel: Use this program to keep track of the cost base of taxes on your lots and to measure or chart your dividend plan. If you choose to use spreadsheets, the best way to manage your investment is through: But when you want to import stock quotes in real-time, this isn’t too successful.
  2. Google Spreadsheets: Use this if you want to automatically update the details on your spreadsheet with the information from public finance sources. Although this isn’t as powerful as Microsoft Excel, you can access it from anywhere as long as you log into your Google account.

Types of Financial Tracking Spreadsheets or Templates

To any investor, it is critical that he or she envisions his or her financial health accurately and easily. If you use a spreadsheet for investment monitoring, it lets you always know where your money is. Yet there are other types of spreadsheets and models to use for financial monitoring too. These include:

Income Statements Template

A statement of income refers to a document which states the number of your earnings and the amount of money you spend. They are used by all kinds of people to get a clear picture of their financial wellbeing. You can also download a ready-made template to help you take control of your finances, or build your own.

Savings Goal Tracker

Saving money is very difficult for many people, particularly without a savings target. Yet once you set your mind to the task, it will become a lot easier. Using a savings target tracker to watch how much you save weekly, quarterly or annually to help you out.

Price Comparison Template

The price comparison template is a perfect financial tracker for those who would like to find the best bargains. No matter what you are looking to purchase, there are different types of companies around and understanding all of their deals can be a challenge when you’re canvassing. So you can take note of all the deals with the help of this template, compare the prices and find the best one.

Money Tracker

Lastly, this type of tracker is more common, so you can use it for multiple purposes and configure it as you wish. In the case of tracking all of your investments, it’s really useful.

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