Portfolio Tracker with Total Return and Sector Distribution

568 downloads
Google Sheets
calculatorportfolio
Portfolio Tracker with Total Return and Sector Distribution screenshot

Overview

This template allows you to easily enter your portfolio (as individual lots) and will automatically compute statistics such as dividends, total return, CAGR and sector distribution. To use it, add/remove rows to the "Portfolio" sheet to add, and review the "Performance" or "Sectors" sheets to see up-to-date values.