About Investment portfolio template
Are you looking for an easy way to monitor your personal investments? Our Investment Portfolio Tracker offers a streamlined solution for managing your stocks and cryptocurrencies. No more manual data ingestion on your spreadsheet, with Rows you get automated updates and insightful analytics.
How to Use our Investment tracker
Our portfolio tracker combines simplicity with powerful features:
- Effortless Input: Add your investments quickly by entering the ticker, type, date, purchase price, and amount.
- Automated Updates: Choose your preferred schedule, and let our app fetch and update current asset prices.
- Comprehensive Reporting: View your Profit & Loss chart, daily P&L, and asset allocation at a glance.
Why Choose Our Investment Tracker?
User-Friendly Design
Our portfolio tracking app is designed with simplicity in mind. Whether you're a finance enthusiast or just starting your investment journey, you'll find our interface intuitive and easy to navigate.
Automated Data Feed
Gone are the days of manually updating your portfolio. Our stock portfolio tracker automatically refreshes your asset prices, saving you time and ensuring accuracy.
Comprehensive Analysis
Get a clear picture of your investment performance with our detailed reports and charts. Our portfolio monitor helps you make informed decisions about your financial future.
A few practical use cases
Our investing portfolio tracker is ideal for:
- Finance amateurs looking to level up their investment game
- Individuals managing their savings and seeking a more efficient solution than spreadsheets
- Anyone who wants an easy-to-use, data-driven approach to portfolio management
Start Tracking Your Investments Today
Ready to take control of your financial future? Our free portfolio tracker is just a click away. Join the ranks of savvy investors who use our portfolio tracking app to monitor, analyze, and optimize their investments. Don't let your hard-earned money go unmonitored.
Start using the best portfolio tracker app available and watch your investments grow with confidence.
Begin your journey to smarter investing now. Try our Investment Portfolio Tracker and experience the difference that efficient portfolio management can make.
How it works
How it works
Get started
Click on 'Use template' and start using it right away. No forms, no signup. Your data first.
Connect AlphaVantage
Once landed on the spreadsheet, follow the instructions to connect the required integration.
Customize the template and schedule refresh
Once the integration has been connected, all tables will update automatically with your own data. Click on 'Edit Source' to change the retrieved data and automate the data refresh. You can then insert a chart or a pivot table, add a column or personalize formats, using all the regular functions and shortcuts that make spreadsheets great.
Embed tables and charts
Click on the option menu to embed tables and chart on your Notion, Confluence or any other iframe-ready documents.
Questions and answers
Can I use Rows for free?
More than an Investment portfolio template
Rows is the easiest way to import, transform and share data in a spreadsheet.
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