Interactive Portfolio Performance Tracking Worksheet

This simple spreadsheet is one way in which you can track the performance of your investment portfolio. See below the spreadsheet for instructions. If you like this simple spreadsheet and would like to use it to track your portfolio then please download our free Excel spreadsheet template.

Instructions:
1. Insert your portfolio’s starting balance in the top “Funds In” cell.
2. When you add funds into your portfolio add a “Funds In” entry, or
3. If you take funds out of your portfolio then add a “Funds Out” entry, or
4. To check your portfolio’s return then add a “Current Value” entry.
Nb. You can only add one “Funds In”, “Funds Out” or “Current Value” amount per row.

Some example entries have been added. Please feel free to alter these, or delete them and add your own entries. If you then like this simple spreadsheet and would like to use it to track your portfolio then please download our free Excel spreadsheet template.

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