Investment Networth Calculator and Tracker
Build Your Future. Track Your Wealth. See your full 12-month net worth journey at a glance. Monthly totals, growth rates, and year-end summary all auto-calculated. Track stocks, bonds, ETFs, and crypto with performance metrics and asset allocation charts.
- Instant digital download
- Lifetime access & updates
- Works with Excel & Google Sheets
- Easy to customize
- Professional design
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About the Investment Networth Calculator and Tracker
Monitor and optimize your investment portfolio with our advanced Investment Portfolio Tracker. Track stocks, bonds, ETFs, crypto, and more in one organized spreadsheet.
Features:
- Multi-asset class tracking
- Real-time value calculations
- Asset allocation pie charts
- Performance metrics (ROI, gains/losses)
- Dividend tracking
- Tax-lot accounting
Perfect for both beginner and experienced investors who want a clear view of their entire portfolio.
How It Works
Input all your assets including investments, bank accounts, property values, and retirement accounts.
Enter your liabilities including mortgages, loans, and credit card balances.
The spreadsheet automatically calculates your net worth and tracks changes month over month.
Review your 12-month dashboard with visual charts showing portfolio growth and asset allocation.
Update monthly to build a comprehensive picture of your wealth trajectory over time.
Who Is This For?
- Investors tracking portfolio performance across multiple asset classes
- Anyone building long-term wealth who wants to measure progress
- Couples managing combined finances and investment accounts
- Early retirees monitoring withdrawal rates and portfolio sustainability
- Financial planning enthusiasts who want a clear view of their complete financial picture
What's Included
- Multi-asset class investment tracker supporting stocks, bonds, ETFs, crypto, and more
- 12-month net worth tracking dashboard with automatic calculations
- Visual charts for portfolio value, growth rates, and asset allocation
- Year-end summary with total gains, losses, and growth rate analysis
- Monthly comparison view showing how your wealth evolves over time
Compatibility
- Works in Google Sheets (recommended) and Microsoft Excel
- Accessible from any device with a browser or Excel installed
- No third-party software or account connections required
- Your data stays private — everything runs locally in your spreadsheet
Frequently Asked Questions
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