Investment Tracker
Track multiple investment accounts with performance metrics, gains/losses, and XIRR returns.
Monitor your investment portfolio across multiple accounts in one place. This template calculates total invested amounts, current values, absolute gains/losses, percentage returns, and annualized returns (XIRR) for each account. A summary sheet consolidates all accounts so you can see your total portfolio performance at a glance.
What's inside
- Multi-account tracking with individual account sheets
- Automatic calculation of total invested and current values
- Gain/loss calculations in dollars and percentages
- XIRR annualized return calculation
- Summary dashboard consolidating all accounts
- Charts for visual portfolio analysis
Download this template
.xlsx · 3 sheets · included with lifetime access
More in Personal Finance & Loans
Personal Finance & Loans401(k) Savings Calculator
Track 401(k) contributions, employer matches, and projected retirement savings growth over time.
- Contribution and employer match tracking
- Projected account balance calculations
- Rate of return analysis
Personal Finance & LoansAmortization Chart
Track loan payments month-by-month with principal, interest, and balance breakdowns.
- Automatic monthly payment calculation using PMT function
- Principal vs. interest payment breakdown per month
- Running loan balance after each payment
Personal Finance & LoansAnnuity Calculator
Calculate annuity payments, withdrawals, and retirement income streams with flexible payment schedules.
- Flexible payment frequency options (beginning/end of period)
- Support for multiple annuity types and scenarios
- Interest rate and time period adjustments
Personal Finance & LoansAnnuity Calculator
Calculate annuity payments, withdrawal plans, and retirement income projections with inflation adjustments.
- Flexible annuity payment calculations
- Inflation rate adjustments
- Beginning and end-of-period payment options