Use an investment tracking spreadsheet
Investing

Simple Investment Tracking Spreadsheet

I use a spreadsheet to keep track of my investments. There, I said it. Yes, spreadsheets are boring. No, my investment tracking spreadsheet doesn’t have cool visualizations like some well-known investment software. 

I use a spreadsheet to track my investments because:

  • It’s a simple, although manual, way of viewing my investment progress over time
  • I don’t have to worry about security issues from software that requires that I connect the software to my investment accounts
  • I’ve been using spreadsheets forever, so I don’t have to learn a new tool

Feel free to copy the Investment Tracker Jan – Dec 2019 Google Sheet and make updates. For example, you can add your own assets to Column A. 

I use the last day of every month to record the values. It’s not a requirement for you to do this, but make sure you pick the same day every month.

Investment Tracker Spreadsheet

If you’d prefer a physical copy, you can print out the investment tracking spreadsheet. And if you’re into bullet journaling, you can use this to create a spread for your investments.

Over the next year, I’ll update my process for tracking my investments.

In the meantime, how are you keeping track of your investments?  

Original photo credit @olueletu from nappy.co

Hey, I’m Mercedes and I’m a lot of things - a Writer, Holistic Health Coach, and UX Researcher. I don’t say much but I write plenty. At notmuchtalk.com, I write about solo travel, holistic wellness, and investing for millennial women.

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