SheetsMaster
Investment Portfolio Tracker
The all-in-one Excel tracker to monitor your investments, dividends and returns — clearly and professionally.
Taxes included.
- Excel file, Google Sheets friendlyDelivered as an .xlsx file. You can also import it into Google Sheets.
- No macros, APIs or loginsYou enter prices yourself — nothing connects to third parties.
- Returns & dividends calculated for youP&L (weighted average cost), simple return, XIRR and net dividends update automatically.
- Up and running in minutesQuick-start guide and demo data included — just replace them with yours.
Instant download · One-time payment · Secure checkout
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- Transactions
- Assets
- Dividends
- Performance
- Dashboard
Everything you need in one place
One spreadsheet. Your entire portfolio. No more scattered files or manual calculations.
Portfolio dashboard
Total value, invested capital, profit & loss, returns and cash balance at a glance.
Holdings tracker
Stocks and ETFs with quantities, average cost, current price and unrealized P&L.
Transaction log
Deposits, withdrawals, buys, sells and fees with dates. Everything recalculates automatically.
Dividend tracker
Gross, tax and net dividends, payment dates and income per asset.
Performance insights
Clear performance calculations so you can see how your portfolio evolves over time.
Asset allocation
Understand exactly where your money is invested and spot concentration risks.
Easy to use in 3 steps
Built-in instructions and example data help you get started in minutes.
Add your transactions
Enter your buys, sells, deposits and withdrawals in Transactions, and your dividends in the Dividends sheet.
Update your prices
Type in the latest prices of your assets. No APIs, logins or third-party connections needed.
Let the tracker do the work
Your dashboard, metrics and charts update automatically.
Start tracking your portfolio today
Stop guessing where your money goes. Organize your investments, track your performance and understand your portfolio.
€30,00€14,99
Instant digital download · One-time payment · Secure checkout