Investment Tracker
Track multiple investment accounts with performance metrics, gains/losses, and XIRR returns.
Monitor your investment portfolio across multiple accounts in one place. This template calculates total invested amounts, current values, absolute gains/losses, percentage returns, and annualized returns (XIRR) for each account. A summary sheet consolidates all accounts so you can see your total portfolio performance at a glance.
What's inside
- Multi-account tracking with individual account sheets
- Automatic calculation of total invested and current values
- Gain/loss calculations in dollars and percentages
- XIRR annualized return calculation
- Summary dashboard consolidating all accounts
- Charts for visual portfolio analysis
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.xlsx · 3 sheets · includes charts
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