Portfolio Tracker is a free Google Sheet designed for asset allocation tracking and simplified rebalancing.
Download the latest version: Releases
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Interactive Dashboard: Visualize your asset allocation at a glance and gain valuable insights into your portfolio's composition.
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Near Real-Time Quotes: Stay up-to-date with market data (delayed up to 20 minutes).
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Organized Table Views: Pre-defined views help you quickly analyze your holdings from different perspectives.
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Collapsible Column Groups: Show or hide detailed information as needed, keeping your view clean and focused.
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Multiple Classes / Asset: Track allocation of funds/assets having more than one asset class (e.g. Target Date Funds).
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Completely Free: Portfolio Tracker is FREE to use.
If you wish to support its development, buy me a coffee!
Over ten years ago, I created the first version of Portfolio Tracker for my personal use. I shared it with Rob Berger (former owner of DoughRoller), and the response was incredible! He generously shared it with his audience, and it became the top Google search result for "Best Investment Tracking Spreadsheet". Rob has featured it in numerous articles, podcasts and YouTube videos. You can find Rob's version here.
Leveraging the latest Google Sheets features, I completely rebuilt Portfolio Tracker from the ground up in late 2024. This new version offers an even more powerful and intuitive way to manage your portfolio. While I may not have Rob's reach, I'm excited to share this improved version with you and hope it provides the same clarity and control over your asset allocation that it gives me.
Be sure to star this repository to stay up-to-date! You will 5EC3 find new releases here.
I value your feedback! Please contact me with:
- Feature requests
- Comments
- Questions
- Issues / Bug reports*
*Issues may be also be submitted here.
- I am not an investment professional. Portfolio Tracker does not provide investment advice or recommendations.
- The accuracy of calculations is not guaranteed. Please report any errors.
- The sample portfolio is for illustrative purposes only and is not a recommendation.
- Information is provided 'as is' and solely for informational purposes, not for trading purposes or advice.
- Conduct your own research before making any investment decisions based on information from Portfolio Tracker.
v2.0.1
