Investment Tracker Excel & Google Sheets, Dividend Tracker, Stock Portfolio Tracker, ETF + Asset Allocation, Rebalancing | Neutral Cream

Seller's description

Your whole portfolio – value, returns, dividends and allocation – in one file, without an app or a subscription. Log buys, sells, dividends and fees, update prices once a month, and every holding shows shares, average cost, gain, dividends received, total return, yield and yield on cost. The dashboard compares your allocation with your targets, tells you how to split your next contribution to rebalance, tracks dividend income against your goal and flags positions that dominate your portfolio.

This listing is the Editorial design (neutral cream look). Same features also available in Midnight and Blush – see my shop.

━━━ WHAT YOU GET ━━━
• Investment Tracker for Microsoft Excel (.xlsx)
• Google Sheets version – a PDF with your personal 'Make a copy' link
• A second copy filled with sample data, so you can explore every feature first

━━━ 6 TABS ━━━
• Start: quick guide
• Setup: currency, monthly investing, dividend goal, target allocation per asset class
• Dashboard: value, gain, total return, dividends, forward income, dividend goal, biggest position, invested this year – plus insights and 2 charts
• Holdings: ticker, asset class, sector, region, price, dividend – shares, cost basis, value, gain, yield, weight
• Transactions: buys, sells, dividends and fees
• Dividends: income per month and per year, forward income

━━━ GOOD TO KNOW ━━━
• Rebalancing helper for your next contribution
• Works with 14 currencies
• Room for 40 holdings and 2,000 transactions
• Plain-English insights – the file tells you what your numbers mean
• 14 currencies: USD, EUR, GBP, CAD, AUD, NZD, CHF, SEK, NOK, DKK, PLN, JPY, INR, ZAR
• White cells are yours, shaded cells calculate automatically
• Excel version: sheets protected without a password, so formulas can't break by accident
• Dropdowns and input checks keep your data clean
• All text in English

━━━ WORKS WITH ━━━
• Microsoft Excel 2010 or newer (Windows & Mac), Microsoft 365
• Google Sheets (free, needs a Google account)
• Not tested in Apple Numbers or LibreOffice

━━━ HOW IT WORKS ━━━
1. Download the files after purchase (Etsy → Purchases).
2. Excel: open the .xlsx file. Google Sheets: open the PDF and click the link – Google makes your own copy.
3. Fill in Setup (2 minutes) and start logging.

━━━ PLEASE NOTE ━━━
• This is a digital download – nothing will be shipped.
• Images show the sample-data version. Your file starts empty.
• For personal use. Please don't resell or share the files.
• This is a tracking tool, not financial or investment advice.

Questions? Send me a message – I'm happy to help.