Want to track all of your investments in a single place?
Stay organized with up to ten investment accounts in one workbook
Keep informed with automatically updated market data from Google Finance
See whats happening at a glance with clear and convenient dashboards
Never miss another opportunity with easy to use buy and sell alerts
Regularly rebalance across accounts and assets to increase your return
HOW IT WORKS
Download your PDF after purchase
Click the provided link to open Google Sheets
Read through the welcome and instructions tab
Complete your setup page
Follow instructions and enter information into light blue cells as you go from tab to tab
Update over time with new investments or each month to track your net worth
Check back in on your portfolio anytime
FEATURES
Clean simple layout
Clear instructions
Minimal data entry
Easy access via Google Sheets
Support available
SIMPLE TRANSACTION ENTRY
Choose up to 10 accounts from any platform. Assets are consolidated across accounts to create dynamic dashboards, insightful summaries, and precise calculations. Alternatively, filter and sort to view each account separately.
GOOGLE FINANCE INTEGRATION
Instantly access current and historical data for publicly traded assets, eliminating the need for manual stock look ups and keeping you informed.
FILTERABLE ACCOUNT OVERVIEW
Assets are grouped and summarized in a convenient account overview table. Unrealized gains, losses and trade history provide clear, up-to-date performance and market data for each account or as a comprehensive portfolio summary.
WATCHLIST AND TRANSACTION TRIGGERS
Your watchlist will automatically pull in trend and other market data from Google Finance. Know instantly when your buy and sell thresholds are reached through automatic color coding never miss a crucial trading opportunity again.
THE ULTIMATE PORTFOLIO DASHBOARD
Account-specific or comprehensive portfolio views
Dynamic portfolio value tracking
Precise dividend tracking
Useful insights on unrealized gains & losses
Total transaction values
Watchlist buy & sell counts based on current market data
Customize allocation breakdowns or default to account, asset type, risk profile, sector and region
REBALANCE ACROSS YOUR ENTIRE PORTFOLIO
Regularly rebalance to increase returns and keep your portfolio on track.
Customize categories or default to account, asset type, risk profile, sector and region
Choose Your Withdrawal or Contribution Amount
Set Your Target Allocations
See Exactly How Much to Buy or Sell
TRACK YOUR NET WORTH
Expand on your investments with other assets and update monthly to track your progress over time and to compare growth rates across accounts & assets.
PLAN FOR YOUR FUTURE
Use the wealth projection tool to see how long it will take you to reach your financial goals. See how different assumptions about growth rate and new contributions can speed up the time it will take to meet your goals.
MY GUARANTEE
Im confident you’ll love this workbook, but if it doesn’t meet your expectations, Ill gladly refund your purchase in full – allowing you to keep the product with no hassle.
WHO THIS IS FOR
I get it it can be difficult to track your investments and to plan around them. But finally there is a single workbook that can accommodate up to ten investment accounts alongside twelve additional accounts and assets. Market valuations and your investment performance are automatically updated – making it easy to see whats happening and plan accordingly. Use the rebalancing tool to increase returns and your wealth projection to model your long-term goals.
WHO I AM
Welcome to Build Wealth Now! We’re your friendly neighborhood spreadsheet gurus on a mission to make spreadsheets fun and useful for everyone.
My easy-to-use tools are about more than just columns and rows; theyre about hopes, dreams, and the freedom that comes with clarity. Whether you’re starting your first budget, fine-tuning your financial strategy, or making a tough decision Im here to guide, cheer, and celebrate with you every step of the way. Dive in, and let’s turn those dreams into your everyday reality!
I believe that by empowering individuals to achieve their goals, we can help build stronger, more resilient communities and a brighter future for us all.
THANK YOU
Thanks for stopping by and exploring my tools!
Are you looking for a workbook that I don’t offer, or maybe you have ideas for how this workbook could be more useful? Message me and I’ll be glad to look into it
This product is meant for your private consumption only. It is not available for resale. Message me if you’re interested in commissioning a bespoke workbook.
greg –
What a product !! Comprehensive, thoughtfully designed sheet that covers all the bases of tracking your portfolios. Customer service is superb !!!
Martha –
Great seller to deal with
Natasa –
I recently purchased Investment Tracking Plan and I couldn’t be more happier. This plan is exceptionally well-designed, offering a comprehensive and intuitive way to keep track of investments. The layout is clean and professional, making it easy to input data and analyze performance. It is clear that a lot of thought and expertise went into creating this product. Highly recommended for anyone looking to stay on top of their investments! Five stars!
Essie –
this is a great product really helps with keeping stock activity organized.