Google Sheets
Portfolio Tracker
Best free google sheet stock market portfolio tracker in 2025 . Free Stock Market Investments Tracker made with Google Sheets to track Stocks, Mutual Funds, ETFs. XIRR Performance, Benchmark Comparison, capital gains calculator, long term capital gains, short term capital gains with indexation benefit.
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.
Track Mutual Funds & ETFs
Track every SIP and Withdraws with ease. Supports detailed mutual fund and ETF investment tracking. Capital Gains Calculation.
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.
How to Setup?
Free Users:
- Go to File -> Make a Copy
- Enable Scripts
- Create Daily Time Driven Triggers for recordHistoricalData() and updateXIRRInPortfolio() functions
- Click here for Video Guide
Premium Users:
- Go to File -> Make a Copy
- Click on Enable Scripts button in Disclaimer Sheet.
Why should I use this Tracker?
This portfolio tracker is designed for individuals who want to maintain a clean, organized record of their investments across multiple brokers, mutual fund platforms, and financial institutions, all in one place.
It helps you consolidate your entire portfolio, stay aware of your investment activities, and track your financial growth with complete clarity. By regularly updating your transactions, you naturally build better financial discipline, make more thoughtful investment decisions, and create a personalized record that truly reflects your unique investing journey.
Whether you invest in stocks, mutual funds, or ETFs, this tracker offers you a simple and flexible way to understand and manage your investments smartly and confidently.
What is XIRR?
XIRR (Extended Internal Rate of Return) is a powerful financial metric that calculates the annualized return of investments where multiple cash flows occur at different times, such as buying and selling stocks or mutual funds on different dates.
Unlike simple return percentages, XIRR considers both the amount and the timing of every cash flow, making it the most accurate way to measure your portfolio’s performance over time.
This makes XIRR a fair way to judge your investment performance, especially when you have made multiple transactions over time.
This Google Sheets portfolio tracker automatically calculates your XIRR based on your entered transactions, helping you truly understand your real return rate, not just notional gains or losses.
When you are new to investing, your XIRR may appear unusually high or low, and that’s completely normal. Since XIRR projects annual returns based on limited early data, short-term variations can cause big swings. As you continue investing over time and build a longer track record, your XIRR will gradually stabilize and reflect your true annualized investment performance more accurately
Why are there two types of charges?
In the tracker, “Charges (A)” refers to the sum of expenses that are deductible from your investment gains (such as brokerage, transaction fees, etc.), while “Charges (B)” covers non-deductible charges like Securities Transaction Tax (STT).
Although “Charges (B)” does not impact the realized gains shown in the Portfolio sheet, it is important for accurate LTCG (Long-Term Capital Gains) and STCG (Short-Term Capital Gains) calculations in the Tax sheet. This distinction ensures precise investment tracking.
Total Realized P/L differs from Portfolio & Tax Sheet.
The difference arises because the Portfolio sheet shows your realized profit or loss after considering all applicable charges, providing a more realistic picture of your net investment returns.
On the other hand, the Tax sheet follows the Indian tax rules where certain charges like STT cannot be deducted while computing capital gains.
Thus, the realized figures in the Tax sheet and Portfolio sheet will naturally differ, reflecting tax-compliant gains versus actual investment gains.
Thank You!
These amazing people’s support is the reason this Portfolio Tracker is alive, growing, and getting better.