Stock Portfolio Tracker for Google Sheets

What Is This Stock Portfolio Template?

This stock portfolio tracker is a free Google Sheets spreadsheet designed to help individual investors monitor their stock holdings. It tracks tickers, shares, average cost per share, cost basis, current market value, unrealized gain or loss, and dividend payments. The template is suitable for both long-term investors and active traders who want a clear snapshot of their portfolio performance.

Why Use a Google Sheets Stock Portfolio Template?

A Google Sheets portfolio tracker gives you full control over your data without tying you to a specific brokerage or paid service. You can customize sectors, add notes, and use GOOGLEFINANCE formulas for live price updates. The same template can be downloaded as Excel or CSV for offline use or tax reporting.

When Should You Use This Stock Portfolio Template?

Use this template when you hold stocks across multiple brokerages and want a unified view of your portfolio. It works well for tracking cost basis, monitoring gain or loss, and logging dividend income. If you focus on dividends, also check the dedicated dividend tracker template.

What's Included

• ✓Ticker symbol
• ✓Company name
• ✓Market & sector
• ✓Shares owned
• ✓Average cost per share
• ✓Current price
• ✓Cost basis
• ✓Market value
• ✓Gain / loss (absolute & %)
• ✓Dividend tracking
• ✓Notes

How to Use This Template

Who This Template Is For

Available Formats

Customization Tips

• 💡Use GOOGLEFINANCE formulas in the Current Price column to auto-update stock prices in Google Sheets.
• 💡Add a separate tab for each portfolio (Retirement, Trading, Crypto) to keep strategies distinct.
• 💡Export to CSV at month-end for tax reporting — the cost basis and gain/loss columns are audit-ready.

Use Cases

• Personal investment tracking
• Stock portfolio monitoring
• Dividend income tracking

Frequently Asked Questions

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