Google Sheets
Portfolio Tracker
Free Stock Market Investments Tracker made with Google Sheets to track Stocks, Mutual Funds, ETFs. XIRR Performance, Benchmark Comparison
Unify All Your Stock Market Investment Transactions in One Place with this Ultimate Google Sheet Portfolio Tracker for Free.
Dynamic Dashboard
Easily visualize your entire investment portfolio using a powerful dynamic dashboard. Track stocks, mutual funds, and ETFs with clear visuals.
Benchmark Comparision
Compare your portfolio's performance against top stock market benchmarks. This free investment tracker gives you insights on where you stand.
Transaction Forms
Add or edit transactions with ease using dedicated forms. Whether it's a stock buy, mutual fund SIP, or ETF sell, every action is recorded accurately.
XIRR
Get XIRR for your stocks, mutual funds, and ETFs. No formulas to write, just plug in your transactions and let this investment tracker do the rest for you.
Coporate Actions
Track major corporate actions like stock splits, bonuses, dividends, and demergers. This free portfolio tracker adjusts your holdings and cost basis using FIFO logic.
Mutual Funds & ETFs
Track every SIP and Withdraws with ease. Supports detailed mutual fund and ETF investment tracking. (exclusively for supporters)
Apps Script
This Google Sheets portfolio tracker uses Apps Script to automate FIFO, Short Term Capital Gains (STCG), Long Term Capital Gains (LTCG), and Tax estimation, while offering tools to clean data, track stocks, mutual funds, and ETFs efficiently.
Dashboard Sheet
Interactive dashboard sheet that provides detailed investment insights with dynamic charts, portfolio breakdowns, and performance graphs for smart decision-making.
Portfolio Sheet
The Portfolio sheet showcases all your stocks, mutual funds, and ETFs in one place with customizable mini charts, providing quick visual insights into performance, diversification, and investment trends at a glance.
Overview Sheet
The Overview sheet serves as a central hub to add transactions through forms, track all entries, and view detailed insights for each stock, mutual fund, and ETF in your portfolio.
Thank You!
These amazing people’s support is the reason this Portfolio Tracker is alive, growing, and getting better.