Free portfolio tracker spreadsheet
A portfolio tracker spreadsheet is a Google Sheets or Excel file that lists every holding with its share count and cost, and pulls live prices so market value and gain calculate themselves.
This one has the price lookups already wired in. Free, no email required.
What's in the file
Three columns you fill in. Five that calculate themselves.
| Column | What it holds |
|---|---|
| Ticker | What you own. Drives the live price lookup. |
| Shares | Share count, fractional allowed. |
| Price paid | Your cost per share — the one column only you know. |
| Cost basis | Calculates itself: shares × price paid. |
| Current price | Live via GOOGLEFINANCE in Google Sheets. |
| Market value | Calculates itself: shares × current price. |
| Unrealized gain | Market value minus cost basis. |
| % gain | The same figure as a percentage of what you paid. |
Getting live prices working
- 1.In Google Sheets, choose File → Import → Upload and pick Replace spreadsheet. The price formulas start working immediately.
- 2.Type your tickers, share counts and the price you paid into the first three columns.
- 3.Bought the same stock more than once? Blend the prices first with the cost basis calculator, then enter the average.
If you want to understand the price formula rather than just use it, the GOOGLEFINANCE guide covers every attribute worth knowing.
Where this spreadsheet stops working
We build a portfolio tracker, so treat this section with the scepticism it deserves — but every one of these is a real property of the file you just downloaded, not a sales point.
Quotes are delayed, not live
GOOGLEFINANCE data runs up to 20 minutes behind and covers US-listed stocks and ETFs. It is fine for a Sunday-night check and wrong for anything time-sensitive.
It forgets your purchase history
The sheet holds one price-paid figure per row. Buy the same stock again and you have to blend the old and new prices by hand, then overwrite the cell.
Reinvested dividends quietly break it
Every reinvestment is a new purchase at a new price, which changes your average. Nothing in a spreadsheet notices that happening.
Nothing updates while it is closed
Prices are only as fresh as the last time you opened the file. Come back in three months and every number on screen is three months old until it recalculates.
Excel does not do live prices this way
GOOGLEFINANCE is a Google Sheets function. In Excel the price column stays blank until you replace it with STOCKHISTORY or type prices in yourself.
None of that makes a spreadsheet a bad choice. It makes it a manual one — the file is accurate exactly as often as you maintain it. The longer comparison is in tracker vs. spreadsheet.
More free tools
- Cost basis calculatorWeighted average cost per share across several purchases, plus unrealized gain.
- Stock profit calculatorProfit or loss, return on cost and break-even price on a sale, fees netted out.
- Portfolio rebalancing calculatorHow far each holding has drifted from its target weight, and what to buy or sell.
- Stock split calculatorNew share count and corrected cost basis per lot after a forward or reverse split.
- Annualized return calculatorThe rate per year a holding has earned, from dated purchases and today's price.
Or skip the maintenance entirely.
StoxDeck keeps the basis, fetches the prices, and remembers every purchase — across all your accounts, without ever connecting to your brokerage.
Build your first deck