You can use this template to track your investments.

Click on duplicate to make this template yours!

Add new row for each investment you want to add.

• Investment Name - Name of the stock, bond, cryptocurrency you have purchased.
• Investment Type - Type of asset class like whether it is a stock, mutual fund, ETF, cryptocurrency, etc. You can also add investment type of you choice.
• Buy Date - Date when you made the investment.
• Buy Price - Buying price of 1 unit of stock, cryptocurrency.
• Quantity Purchased - Number of stocks, cryptocurrency, etc. purchased.
• Money Invested - It will be calculated automatically once you enter the purchase price and quantity purchased. It is the total value you invested in that particular investment.
• Current Price - Current price of 1 unit of stock, cryptocurrency.
• Current Value - It will be calculated automatically once you enter the current price and quantity purchased. It is the total current value of that particular investment.
• Returns - It will be calculated automatically once purchase value and current value is generated. It will show the profit/loss of that particular investment.
• Returns (%) - It will be calculated automatically once purchase value and profit/loss is generated.
• Duration - It will calculate the period of holding.

Once you sell your investment you can remove that from investments and add that in past investments.

• Sell Date - Date when you sell your investment.
• Sell Price - Price of 1 unit at the time of selling.
• Sell Value - Amount you will receive after selling your investment.