Checking the performance of your investments often requires specific software and you may regularly find yourself relying on online tools to get the job done. If you want to track the value of your portfolio and make sure that you are keeping an eye on your stocks and assets, you will need to be using a quality tool. While there are many tools that you can use to create your own statements and track investments across many managed accounts, Excel surprisingly has all the tools you need to track your own portfolio.

With our Excel template for stocks, you can input values for a wide range of assets that you manage and use the template to show the gain and loss on the stock from your initial purchase. You can input data such as the symbol on the ticker, the investment name, where it is being managed and more.

After labeling each stock, you will have the availability to put in the purchase price, the trading fees, management fees if they are through a wealth management company and the current quoted price. With our free excel template for stocks all the deductions are made up front and you will be able to get a consistent readout of your entire portfolio or managed assets in each of your accounts.

With links, you can follow the value of each stock on new charting or click on the account name and number to be taken to your online banking or management platform. With all of these top tools for tracking and easy transactions, you can finally have an organized resource for managing a portfolio across multiple trading platforms and truly staying on top of your investing.

If you are interested in downloading our Excel template for stocks, check out the link below, install the template for your version of Excel and begin tracking your portfolio!