Frequently asked questions
Everything you need to know about the Investment Portfolio Tracker — from delivery to getting started.
About the tracker
What's included in the Investment Portfolio Tracker?
The Investment Portfolio Tracker is a professional Excel template designed to help you organize and analyze your investments in one place. It includes transaction tracking, holdings, dividends, performance, asset allocation and a visual dashboard — plus built-in instructions and example data.
What types of investments can I track?
You can record different types of financial assets, such as stocks and ETFs. The tracker is designed to adapt to different investment portfolios.
Can I customize the tracker?
Yes. You can adapt different parts of the file to your needs, such as your assets, transactions and portfolio data.
Purchase & delivery
How will I receive the product after purchase?
You'll automatically receive a download link after completing your purchase. You can download the file and start using it immediately.
Will anything be shipped to me?
No. This is a digital product — no physical item will be shipped.
Is it a subscription?
No. It's a one-time payment — no monthly fees.
Compatibility
What format is the file?
You'll receive the tracker as an .xlsx file, compatible with Microsoft Excel.
Can I use it with Google Sheets?
Yes. The file can be imported into Google Sheets. Some functions or formatting may behave differently depending on the platform.
Using the tracker
Do I need advanced Excel skills?
No. The tracker includes an instructions section to help you set it up and use its main features.
Are stock prices updated automatically?
No. The tracker uses current prices that you enter manually. This lets you use it without relying on APIs, external connections or third-party services.
Is this financial advice?
No. It's a portfolio tracking and organization tool. It does not provide financial advice or investment recommendations.
Still have questions?
We're happy to help. Send us a message and we'll get back to you.