Google Sheets Templates Finance

Investment / Portfolio Tracker (Pro) — Google Sheets + Excel for Stocks, Mutual Funds, ETFs, Crypto & Gold

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Advanced portfolio tracker for Google Sheets & Excel. Track stocks, mutual funds, ETFs, crypto and gold with live gain/loss (₹ & %), portfolio weight, asset-allocation target-vs-actual with rebalance hints, and a dividend log. GOOGLEFINANCE-ready for live prices. 6 tabs, live formulas.

Track your whole portfolio — and know exactly what you're worth and what to rebalance. A complete investment tracker for stocks, mutual funds, ETFs, crypto, gold and more: enter each holding and see invested amount, current value, unrealised gain/loss and portfolio weight update instantly. Works in Google Sheets and Excel.

6 connected tabs:

  • Portfolio Dashboard — invested, current value, total gain/loss (₹ & %), holdings count, dividend income, best performer and allocation by asset type with a chart.
  • Holdings — one row per investment with quantity, buy price and current price; invested, value, gain/loss and weight are all calculated, with green/red gain colouring.
  • Allocation — set a target % per asset class and get a live target-vs-actual view with Add / Trim / On-target rebalance hints.
  • Dividends — a dividend & interest income log that feeds the dashboard.

Bonus: in Google Sheets you can replace the manual Current Price cell with =GOOGLEFINANCE() to auto-update live prices (kept manual by default so the file also works perfectly in Excel). Every number is a live formula — nothing hardcoded. Delivered as an .xlsx: open in Excel, or import to Google Sheets via File ▸ Import ▸ Replace spreadsheet.

Auto-updating Net Worth with monthly trend
Zero-based budget with category rollover
Debt payoff: Avalanche vs Snowball compared
Subscription tracker with annual cost & cancel flags
Sinking funds & savings goals with pace
FIRE / savings-rate calculator (years to freedom)
One-tap buttons: Add Expense, New Month, Log Paycheck
30+ AI money prompts (spending reviews & scripts)
Instant access after purchase
Step-by-step setup guide included
Regular updates included
24/7 email support
  • Complete Personal Finance OS (duplicate to your Notion workspace)
  • Connected databases: Accounts, Transactions, Budget, Debts, Goals, Subscriptions, Net Worth Snapshots
  • Dashboards: Money Command Center, Monthly Review, Net Worth, Debt Freedom, FIRE
  • Pre-built formulas: savings rate, net worth, budget variance, payoff dates, interest saved
  • Avalanche vs Snowball debt comparison built in
  • Sinking funds & goal tracker with monthly contribution calculator
  • 30+ AI money-prompt pack (spending review, journaling, negotiation)
  • Video walkthrough (20+ min) + written setup guide (PDF)
  • Sample data you can clear in one click · multi-currency ready
Instant Delivery: After purchase, you'll receive instant access via the download link. No waiting, no shipping.

This product is perfect for:

  • Individuals tracking personal finances
  • Investors monitoring their portfolio
  • Anyone building financial discipline
  • Beginners and advanced users alike
  • Remote workers and digital nomads
How do I get access after purchase?
After payment is confirmed, you'll receive an instant access email with your download/duplicate link. You can also find it on the success page immediately after checkout.
Does it connect to my bank automatically?
No — Notion can't legally pull bank data, and that's actually a privacy win: nothing leaves your workspace. You log transactions in seconds with the one-tap "Add Expense" button (or paste your statement), and every dashboard updates itself.
Which currency does it use?
It ships in ₹ but every amount is a plain number, so you can switch to $/€/£ or any currency in one property setting. All formulas keep working.
Is the debt payoff really calculated for me?
Yes. Enter each balance, interest rate and minimum payment; the system shows your payoff date, total interest, and compares the Avalanche (save most interest) vs Snowball (fastest wins) strategies so you can pick.
What tools do I need to use this product?
All required tools and accounts are mentioned in the product description above.
Can I customize this product?
Absolutely! All our products are fully editable. Add, remove, or modify any section to fit your needs. It's yours — make it your own.
Is there a refund policy?
Due to the instant-access nature of digital products, we do not offer refunds after delivery. However, if you have any technical issues, our support team is available 24/7 to help.
How many devices / accounts can I use this on?
You can use it on all your personal devices and accounts. This is a personal use license — for commercial resale or team distribution, please contact us.
Will this product get future updates?
Yes! We regularly update our products with new features and improvements. All updates are free for existing buyers — you'll receive an email when a major update is released.

Customer Reviews

5.0
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5★
75%
4★
18%
3★
5%
2★
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A
Amit K.
Verified Buyer

Excellent product! Saved me so much time. Highly recommended.

P
Priya R.
Verified Buyer

This is exactly what I was looking for. Beautiful and functional.

R
Raj S.
Verified Buyer

Great value for money. Very well organized and easy to customize.

₹299
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Buy Now — ₹299
Instant access after payment
Digital delivery via email
Free future updates
24/7 support via email
Secure checkout (Razorpay / Gumroad)
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