Investment Tracker Spreadsheet | Portfolio & Dividends

All your accounts in one place: value, gains, allocation vs. your own targets, and dividend income.

What's inside

• Holdings (200 rows): ticker, account, asset class, shares, cost basis, and the current price you enter
• Market value, gain/loss in $ and %, and weight of each position
• Allocation by asset class vs. the target % you choose, with the dollar difference
• New-contribution helper on the Allocation tab
• Dividend & distribution log (500 rows) with cash or reinvested type
• Dashboard with allocation doughnut, value by account, and dividends by month and year

Perfect for

Investors who want one place to record holdings across brokerage and retirement accounts.

What you get

• One .xlsx file that works in Microsoft Excel 2016+ and Google Sheets
• A quick-start PDF guide
• A built-in Start Here tab with step-by-step instructions and example data you can clear

How it works

1. Buy the template.
2. Get your instant download link on the order confirmation page and in your email.
3. Open the .xlsx in Excel, or upload it to Google Drive and open it with Google Sheets.

Digital product — no physical item will be shipped. Personal use only. A record-keeping tool only — not investment, tax or financial advice. Prices are entered by you, not live quotes.
everything4notion is not affiliated with Notion Labs, Inc., Google or Microsoft.