Investment Portfolio Tracker

Track every holding’s cost basis, current value, gain/loss, and allocation percentage in one spreadsheet – update the current price and everything recalculates instantly. What’s inside: – Holdings tab with automatic cost basis, current value, gain/loss $ and %, and portfolio allocation for every position. – Total portfolio value, total gain/loss, and an allocation pie chart at the top of the sheet. Works for stocks, ETFs, or any ticker-based holding.