Stock Portfolio Tracker (Basic)

Stock Portfolio Tracker: Smart Way to Monitor Your Stocks. Download and use a simple Excel-based stock portfolio tracker to monitor the performance of your stocks.

“Know what you own, and know why you own it.”

Peter Lynch

Whether your stocks are with you or kept with your broker, you have to spend some time and effort in tracking your investments, re-evaluating them from time to time. Because a good stock today may not be a good one tomorrow.

The easiest way to track or monitor your portfolio is through your stock broker. As long as your stocks are lodged with your broker, you would be able to monitor your portfolio whenever you log in to your account.

Each broker presents their client’s portfolio in a different way but all of them includes the following basic data:

  • stock name and/or ticker symbol
  • number of shares
  • last price
  • average cost
  • market value
  • total cost
  • profit/loss
  • percent profit/loss

While the above data may suffice for your requirements, there will come a time that you would be needing more than what your broker presents on the portfolio screen.

As you develop your skills and knowledge in stock trading, you would begin to think of numbers like the break-even price, what the price/earnings ratio or price-to-book-value ratio is as and when the price gets updated, your thesis (the reason you bought a particular stock), and so on and so forth. Hence the need for you to use your own stock portfolio tracker.

One best way of doing it is through the use of an Excel spreadsheet, a sample of which can be downloaded free from this page. Best2invest has initially prepared a simple basic tracker for new stock investors but will be releasing soon a more advanced one for higher-level investors.

The stock portfolio tracker below has been designed with the neophyte Filipino retail investor in mind. Hence the spreadsheet has been made as simple as possible without compromising content. It uses the Philippine Peso as currency while cost and market value calculations are based on Philippine trading fees and charges.

Screen grab if’s basic stock tracker.

To use the spreadsheet, delete all the sample data in white cells and then replace with your own data. To avoid inadvertent changes, cells that are not designed to be edited have been locked.

The gain/loss data in the blue box indicates the performance of your capital. It shows how well your capital has been faring after you have performed some buy and sell transactions. On the other hand, the numbers in the top right box indicates the performance of your current portfolio.

To download, simply click on the link or button below.

If you have any questions, please feel free to leave a comment.