Investment Tracking Spreadsheet Template

This comprehensive investment tracking spreadsheet revolutionizes how you monitor and analyze your investment portfolio. Built specifically for Quadratic's powerful platform, this template combines traditional spreadsheet functionality with modern data analytics and real-time market integration.

What this template offers

Our free investment tracking spreadsheet provides a complete solution for portfolio management, featuring automated data collection, sophisticated performance calculations, and visual analytics dashboards. Unlike basic tracking tools, this template leverages API integration with TwelveData to deliver real-time market prices, ensuring your portfolio valuations are always current.

Key features include:

• Real-time portfolio valuation with live market data
• XIRR performance calculations for accurate return analysis
• Visual diversification charts showing asset allocation by type and industry
• Risk profiling based on your investment selections
• Transaction logging with comprehensive trade history
• Automated quantity tracking across multiple time periods

How to use this template

Getting started is straightforward:

1. Set up your API connection: Register for a free TwelveData account and input your API key in the designated cell
2. Log your transactions: Record all buy/sell activities in the Transactions Log sheet
3. Review your dashboard: Navigate to the Performance Dashboard to view automated charts and analytics
4. Monitor performance: Track XIRR returns, diversification metrics, and risk profiles in real-time

The template automatically processes your transaction data, calculates portfolio metrics, and updates visualizations as you add new trades. No manual calculations required – everything updates dynamically.

Perfect for multiple user types

This investment tracker spreadsheet serves various needs:

• Individual investors managing personal portfolios and retirement accounts
• Financial advisors tracking multiple client portfolios with detailed performance metrics
• Small investment clubs requiring collaborative portfolio management
• Students and educators learning investment analysis and portfolio theory
• Anyone transitioning from basic tracking methods to professional-grade analytics

Real-world applications include tracking dividend portfolios, analyzing sector allocation, monitoring ESG investments, and calculating tax implications for trading strategies.

Why choose this template

Unlike generic spreadsheet for tracking investments, this template harnesses Quadratic's unique capabilities including Python integration for advanced calculations, API connectivity for live data, and interactive visualizations. The combination of automated data collection and sophisticated analytics provides institutional-quality insights typically found only in expensive investment tracking software.

Ready to optimize your investment strategy?

Duplicate this powerful template today and experience how modern spreadsheet technology can transform your investment analysis. Whether you're a seasoned investor or just starting your portfolio journey, this comprehensive tracking solution provides the insights you need to make informed investment decisions.

Start tracking smarter – try the investment tracking spreadsheet template now and take control of your investment performance.