Investment Management Template

Track your Indian stocks, Gold ETFs & Mutual Funds automatically.

How to use the investment tracker template

  1. In your browser, explore this Google Sheets template
  2. Click on "Make a copy" to create your own copy of the template in Google Sheets.
  3. Go to the Transactions sheet and enter your transactions.
Investment dashboard preview
How to add transactions

How to add transactions

  1. Go to the Transactions sheet.
  2. In Asset Type, select any "STOCKS", "GOLDETF", "MUTUALFUNDS".
  3. In Asset Name, select the relevant stock names/ fund names
  4. Enter Units / Buying Price / Invested Amount

More Information about the Template

This investment tracker template is designed to help you monitor and manage your investments in Indian stocks, Gold ETFs, and Mutual Funds. By entering your transactions in the Transactions sheet, the template automatically calculates key metrics such as current value, profit/loss, and overall portfolio performance. There is an app script integrated within the template that fetches real-time market data to keep your portfolio up-to-date. In regards to privacy, your data is stored securely within your Google Sheets account, and no data is collected or stored externally.