Investments (Template)



This template will help you keep track of your investments. I create a new copy of it every year, so I can keep track of how my investments are going each year.

Add each investment you have as a row in the Investments table. Fill the fields as follows:

The other fields will be filled automatically. Remember to rename the fields that refer to specific years if you create new copies of the template.

To keep track of the investment during the year, create new rows in the Returns table filling in the following fields:

If everything is correct, you'll see the remaining fields of the Investments row filled, showing you interesting stats about your investments!