Investment Tracker
Protect and grow your hard-earned cash.
- Gain a comprehensive overview of your financial standing
- Analyze diverse investments at a glance.
- Establish clear short and long term financial objectives
- Monitor your financial progress.
- Investment Tracker
- Sample Spreadsheet with Mock Data
- Full Instructions
- Editable in Google Sheets and Microsoft Excel
Features
Simple and intuitive layout, perfect for beginners
Easy to use – you don’t need to be a spreadsheet expert.
Comprehensive Investment Tracker Dashboard
Track everything contributing to your net worth, from liquid assets to real estate investments.
Effortlessly track your investments and any assets you desire to add, all without the usual hassles.
This spreadsheet allows you to track your net worth. However, you can duplicate the tab as many times as needed to track more individual years! Once you’ve set it up, you only need to update your shares owned when you buy, sell, or reinvest dividends.
See all automatic calculations
See your charts and tables auto-populate as you enter your assets and liabilities, making it easy to have a comprehensive overview of your financial standing.
Allocation Comparison
Set the desired allocation of your portfolio compared to your current allocation quickly.
This sheet tracks up to 35 assets, including assets with multiple asset types such as U.S. stocks, bonds, cash, alternate investments, and international investments.
Also allows you to track individual stocks using the latest prices automatically generated.
A Part of the Financial Pro 6-in-1 Bundle
Debt management, Financial planning, Retirement planning, Your children’s future, Retirement planning, Your children’s future.
$59.99
The Mortgage Tracker spreadsheet allows you to track interest payments, principal payments, payoff timelines, interests, and potential savings on your mortgage.
An intelligent approach helps to create balanced budgets. Track your repayment progress with ease. Forecast when you will pay your debt with additional payments.
Track Income budget vs. actuals, expenses budget vs actuals, and savings actuals vs budget. Use one spreadsheet for multiple years – keep your records in one file.
Frequently
Asked Questions:
Our Investment Tracker tracks assets and investments, including real estate, private equity funds, private companies, investment accounts, IRA, Roth IRA, bank accounts (+18,000 banks worldwide), life insurance policies, Crypto, precious metals, and collectibles.
Diverse Portfolio Tracking: While many platforms focus on traditional assets, Vyzer provides a comprehensive view, including real estate syndications, private equity, and cryptocurrencies.
Benchmarking Tool: Compare and learn from similar investors’ asset allocations, optimizing your investment strategies.
Quick and straightforward to use. Analyze the impact of additional payments on your interest. Has an actuals tracker and forecast.
Yes, this works for both Google Sheets and Excel.
Mac numbers will work. However, some sections need to be compatible. This product is most compatible with Excel and Google Sheets.
No subscription is required.
Leave Your Debt Behind, Increase Your Cash flow, And Grow Your Wealth.
- Works offline
- Easily savable
- Works on Excel and Google Sheets
- Beautiful Dashboards
