Free Portfolio Tracker

It has been a couple months since we last posted due to some unforeseen personal circumstances. In the meantime, we have been working on a portfolio tracker spreadsheet that is accessible in Google Sheets. This spreadsheet allows you to enter your investment accounts and funds and track your portfolio's monthly performance and important financial metrics. Check out our "Resources" page to read more or check out the tracker here.

We will be continuing to write new blog posts and provide other free resources in the near future, so stay tuned!

Would you like to see any features added or improved in our portfolio tracker? This is Version 1.0, so we will be updating it as needed based on user feedback. Please give us feedback or ask us any questions on our "Contact" page or through our social media.