{"product_id":"investment-tracker-spreadsheet","title":"Investment Tracker Spreadsheet | Portfolio \u0026 Dividends","description":"\u003cp\u003eAll your accounts in one place: value, gains, allocation vs. your own targets, and dividend income.\u003c\/p\u003e\u003ch3\u003eWhat's inside\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003eHoldings (200 rows): ticker, account, asset class, shares, cost basis, and the current price you enter\u003c\/li\u003e\n\u003cli\u003eMarket value, gain\/loss in $ and %, and weight of each position\u003c\/li\u003e\n\u003cli\u003eAllocation by asset class vs. the target % you choose, with the dollar difference\u003c\/li\u003e\n\u003cli\u003eNew-contribution helper on the Allocation tab\u003c\/li\u003e\n\u003cli\u003eDividend \u0026amp; distribution log (500 rows) with cash or reinvested type\u003c\/li\u003e\n\u003cli\u003eDashboard with allocation doughnut, value by account, and dividends by month and year\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch3\u003ePerfect for\u003c\/h3\u003e\u003cp\u003eInvestors who want one place to record holdings across brokerage and retirement accounts.\u003c\/p\u003e\u003ch3\u003eWhat you get\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003eOne .xlsx file that works in Microsoft Excel 2016+ and Google Sheets\u003c\/li\u003e\n\u003cli\u003eA quick-start PDF guide\u003c\/li\u003e\n\u003cli\u003eA built-in Start Here tab with step-by-step instructions and example data you can clear\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch3\u003eHow it works\u003c\/h3\u003e\u003col\u003e\n\u003cli\u003eBuy the template.\u003c\/li\u003e\n\u003cli\u003eGet your instant download link on the order confirmation page and in your email.\u003c\/li\u003e\n\u003cli\u003eOpen the .xlsx in Excel, or upload it to Google Drive and open it with Google Sheets.\u003c\/li\u003e\n\u003c\/ol\u003e\u003cp\u003e\u003cem\u003eDigital 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.\u003cbr\u003eeverything4notion is not affiliated with Notion Labs, Inc., Google or Microsoft.\u003c\/em\u003e\u003c\/p\u003e","brand":"everything4notion","offers":[{"title":"Default Title","offer_id":53550404763960,"sku":"S17","price":2.99,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/1022\/4009\/2472\/files\/S17_1.jpg?v=1792762491","url":"https:\/\/everything4notion.myshopify.com\/products\/investment-tracker-spreadsheet","provider":"Everything4Notion","version":"1.0","type":"link"}