I’d like to share the spreadsheet I use for tracking my portfolio. I’ve always preferred keeping track of my portfolio in a spreadsheet for 2 reasons. (1) I don’t like giving my personal financial information to a 3rd party. (2) I can use spreadsheets to analyze data and even perform custom calculations. Such as, what’s the delta on the current price vs the 52 week low.
I’ve been slowly building this over the last few years and it is finally time to share. Here are the main features I like about this spreadsheet:
- Tracks investments across multiple institutions and account types (IRA, 401k, brokerage)
- Shows portfolio distribution by holding type and account
- Tracks heaviest investments across all accounts
- Live charts for stocks
- Live expense ratios for ETFs and Funds
So without further ado, here is the spreadsheet for you to copy.