Free portfolio tracker template for Google Sheets

A ready-made spreadsheet for your whole portfolio — copy it, type in your holdings, and live prices fill in the rest. Works for stocks, ETFs (including EU/UCITS funds GOOGLEFINANCE won't return), mutual funds and crypto.

• Holdings — live price, day change, value, gain/loss and weight per position.
• Transactions — log buys and sells, and positions compute themselves at average cost.
• Dividends — yield, dividends per share and last ex-date for every holding.
• Charts — portfolio value, invested amount and unrealised profit, logged automatically once a day.

Copy the template

Google will ask you to sign in and make your own copy — the template itself stays untouched, and your copy is private to you.

Getting started

1. Copy the template with the button above.
2. Install the TickerFetch add-on from the Google Workspace Marketplace, then reload the sheet so the =TFETCH formulas are picked up.
3. Extensions › TickerFetch › Get free trial key, confirm on tickerfetch.com — seven days free, no card — then paste the key in the same sidebar. Prices appear within seconds.

The Settings & Help sheet inside the template walks you through the same steps, plus base currency, FX rates and what each column means. Stuck on anything? See help & support.