pFin Investment Tracking Spreadsheets for Excel - Free!
These free investment tracking spreadsheets for Excel allow you to easily track your investments and watch them grow.
Investment Tracking Spreadsheet offers the following...
- Track up to 5 separate investment accounts, one per excel worksheet.
- Has Excel worksheet to summarize all investment assets.
- Has a future value estimator that allows you to enter two "what if" investment planning scenarios, or determine the future value of your current investment assets.
Individual Investment Tracking Spreadsheet offers the following...
- Track up to 3 separate brokerage accounts, one per excel worksheet.
- Allows you to track securities separately so is perfect for people that buy and trade individual stocks and mutual funds.
- Automatically calculates months each security has been held to assist you with capital gains tax reporting.
- Calculates profit and loss (P/L) for each security held.