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This sheet is part of our Portfolio tracker spreadsheet. Available in Microsoft Excel, and Google Sheets. Get access to this and 500+ other business templates by signing up.


Dive into the 'Investment by security' model, a key component of the 'Portfolio Tracker' spreadsheet. This model provides a comprehensive view of investments, focusing on individual securities such as stocks and cryptocurrencies. It offers a detailed analysis of historical performance, enabling a clear understanding of each security's past trends. The model also includes a dashboard and a watchlist, making it easier to monitor the portfolio's progress. It's an essential tool for anyone seeking a structured and systematic approach to managing their investments.