Personal Finance · Excel workbook · 11 sheets

Investment Portfolio Tracker

Name: Investment Portfolio Tracker
Brand: gridmoo
SKU: gridmoo-44
Price: 11.00 USD
Availability: InStock

Replaces Sharesight ~~~$19/mo~~ save ~$228/yr 10-yr: keep ~$2,269

Holdings + transactions log with per-position gain/loss, % of portfolio, and asset-class breakdown across all accounts (Roth, 401k, taxable, crypto). Manual quarterly price refresh — deliberate, not a feature gap. Own your portfolio data on your machine. Now includes Industry Playbook, Print Reports.

For Individuals who want to own their money data — no Plaid, no app subscriptions, just the file on their machine.

Not for Phone-first tap-logging, automatic Plaid bank syncing, or anyone who wants a notification when they overspend.

Preview · Holdings

11 sheets · .xlsx

Portfolio Value $298k

YTD Return 18.4%

Holdings 12

Ticker	Name	Asset Class	Account	Shares	Avg Cost	Current Price
VOO	Vanguard S&P 500 ETF	US Equity	Vanguard Roth IRA	45.0	$385	$458
VTI	Vanguard Total Stock Market	US Equity	Fidelity 401k	120.0	$221	$268
VXUS	Vanguard Total International	Intl Equity	Fidelity 401k	80.0	$58	$65
BND	Vanguard Total Bond Market	US Bond	Fidelity 401k	150.0	$72	$75

START HERE Holdings Transactions Portfolio Dashboard Print Reports Data Import +5 more

Inside the file

11 sheets · .xlsx

START HERE
Holdings
Transactions
Portfolio Dashboard
Print Reports
Data Import
Companion Tools
Assumptions

+ 3 analytical & operator sheets

Lookup Tables
Industry Playbook
Settings & Targets

How it works

~15 min to set up

01

Open the .xlsx in Excel, Google Sheets, or Apple Numbers

Sample data is pre-loaded so every dashboard works the moment you open it. Look around. Click cells. See the formulas.
02

Replace the sample data with your numbers

Paste a CSV from Sharesight, type directly into the input sheets, or import month by month. The workbook recomputes automatically.
03

Read the dashboards

11 sheets across KPI dashboards, forecasts, and traffic-light alerts. They update as you log. No buttons to press.

Frequently Asked Questions

Can I edit the formulas?

Yes — input cells, targets, and assumptions are editable. Logic sheets stay protected so the workflow remains stable while you customise the system.

Does it work in Google Sheets?

Best in Excel. You can open the .xlsx file in Google Sheets or Apple Numbers, but review formulas, formatting, and recalculation after import.

Is this a one-time purchase?

Yes — pay once and own it forever. No subscriptions, no monthly fees, no accounts required.

What if the template is not right for me?

We offer a 7-day review window. Contact support and we will sort it out.