Stock Portfolio Template
Original price was: $45.00.$16.00Current price is: $16.00.
Stock Portfolio Template
Original price was: $45.00.$16.00Current price is: $16.00.
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Description
Stock Portfolio Tracker – Excel & Google Sheets
Stay on top of your investments with the Stock Portfolio Tracker from CleverSheets. Whether you’re a casual investor or an active trader, this smart, easy-to-use spreadsheet helps you track assets across platforms, monitor performance, dividends, and diversification—all in one place.
Built for simplicity and power, the template updates automatically as you log your trades, and now includes filters, a benchmark comparison, and a Google Finance outage detector for added reliability.
What’s Included:
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Dashboard & Overview – Get a snapshot of your portfolio and performance.
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Transaction & Watchlist Tabs – Track your trades and watch favorite stocks.
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Dividend & Historical Performance Tracking
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Google Sheets + Sample File + Step-by-Step Guide
Who Is This For?
Designed for new investors, experienced traders, DIY finance enthusiasts, students, professionals, and anyone looking to track investments and make informed financial decisions with ease.
📝 Digital download only. No physical product will be shipped.
FAQs
Will I receive future updates?
Yes! If we update a template, you’ll receive free access to the latest version.
Do you offer bulk or business licenses?
Yes! If you need templates for multiple users or your business, contact us for bulk pricing and licensing options.
Can I share the templates with others?
No, each purchase is for personal or business use only. Reselling, sharing, or distributing our templates without permission is strictly prohibited.
Do you Provide After Sales Support
Of course, Customer Satisfaction is Our First Priority
Just Fill Contact Us form our team will contact you as soon as possible
Support email – Contact@cleversheets.com
How do I contact support?
You can reach out to us through our Contact Us page or email us at Contact@cleversheets.com. We typically respond within 24-48 hours, but response times may vary due to time zone differences.
Do you offer refunds?
Due to the digital nature of our products, we do not offer refunds. However, if you face any issues with your purchase, feel free to contact us, and we’ll be happy to assist you.
Can I customize the templates?
Absolutely! Our templates are fully editable, allowing you to modify them to fit your specific needs.
Do I need Microsoft Excel to use these templates?
Most of our templates are designed to work seamlessly with both Microsoft Excel and Google Sheets. However, certain features may be exclusive to Excel. Be sure to review the product page for compatibility details before purchasing or reach out to us if you have any questions.
Are your templates compatible with Google Sheets?
Yes, the majority of our templates work with both Excel and Google Sheets. However, some advanced features may only be available in Excel. For more details, please check the product page before purchasing or contact us for clarification.
How do I receive my purchased templates?
Once you complete your purchase, you will receive an instant download link via email. You can also access your downloads from your account dashboard if you created one during checkout.
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Charlotte (verified owner) –
I’m new to investing, and this template has been a huge help. It breaks everything down so I can see gains, losses, and dividends all in one spot
Ethan (verified owner) –
Simple, effective, and well-organized. I’ve added some customizations, but the core setup is exactly what I needed to track my stocks
Brandon Davis (verified owner) –
Perfect for keeping track of my investments I used to rely on multiple apps, but this gives me a clear view of my portfolio in one place