{"product_id":"investment-portfolio-tracker-spreadsheet-excel-google-sheets","title":"Investment Portfolio Tracker Spreadsheet (Excel, Google Sheets)","description":"\u003cp\u003e\u003cstrong\u003eTrack every holding. Score your portfolio. Build wealth with clarity.\u003c\/strong\u003e Most investors juggle five apps and never see the full picture. Investing Tracker Pro brings every position (stocks, ETFs, bonds, REITs, crypto and cash) into one calm, color-coded command center. Watch your Health Score climb, spot drift before it hurts, rebalance with confidence and hit every milestone. Works in Excel and Google Sheets, with instant download.\u003c\/p\u003e\n\n\u003ch3\u003ePortfolio Health Score (0–100)\u003c\/h3\u003e\n\u003cp\u003eAn auto-calculated score built from five weighted components that updates in real time as your holdings change. Above 85 means stay the course; below 50 means it is time to rebalance.\u003c\/p\u003e\n\n\u003ch3\u003eWhat you get\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003eExcel file with 7 tabs and 322 live formulas\u003c\/li\u003e\n\u003cli\u003eGoogle Sheets compatible\u003c\/li\u003e\n\u003cli\u003eQuick Start Guide PDF (6 pages, beginner friendly)\u003c\/li\u003e\n\u003cli\u003eRisk Profile Quiz PDF (6 pages with full scoring guide)\u003c\/li\u003e\n\u003cli\u003eCSV export for non-Excel users\u003c\/li\u003e\n\u003cli\u003eFree lifetime updates\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003eThe engines\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eHealth Score Engine\u003c\/strong\u003e — one number from 0 to 100 across Diversification (25%), Performance vs S\u0026amp;P 500 (25%), Risk Alignment (20%), Cost Efficiency (15%) and Rebalancing (15%).\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eGain\/Loss Status Engine\u003c\/strong\u003e — conditional formatting flags every holding from big winner to big loser, with YTD and unrealized gains auto-colored.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eDiversification Engine\u003c\/strong\u003e — eight asset classes tracked current vs target with drift and an action badge.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eRisk Metrics\u003c\/strong\u003e — volatility, Sharpe ratio, max drawdown and beta, plus a 5-question risk tolerance quiz that classifies your profile.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eRebalance Engine\u003c\/strong\u003e — exact buy and sell amounts per asset class with tax-efficient tips and an auto next-rebalance date.\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003eInside every tab\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003eStart Here — four-step quickstart and tab overview\u003c\/li\u003e\n\u003cli\u003eDashboard — 5 KPI cards, donut, growth chart, top 8 holdings\u003c\/li\u003e\n\u003cli\u003eHoldings — 25 positions with a full auto-math engine\u003c\/li\u003e\n\u003cli\u003eAllocation — 8 asset classes, current vs target, drift alerts\u003c\/li\u003e\n\u003cli\u003ePerformance — 12 monthly snapshots, YTD and S\u0026amp;P benchmark\u003c\/li\u003e\n\u003cli\u003eRisk — volatility, Sharpe, beta and a 5-question profile quiz\u003c\/li\u003e\n\u003cli\u003eRebalance — exact buy\/sell amounts and tax-efficient tips\u003c\/li\u003e\n\u003cli\u003eGoals — milestones with progress bars and on-track alerts\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003eWho it is for\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003eNew investors who want clarity from day one\u003c\/li\u003e\n\u003cli\u003eMulti-account holders (taxable, Roth IRA, 401k)\u003c\/li\u003e\n\u003cli\u003eETF and index fund investors with a set-and-forget style\u003c\/li\u003e\n\u003cli\u003eActive traders managing 20+ positions, and retirement planners\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003eInstant delivery\u003c\/h3\u003e\n\u003cp\u003eFiles arrive immediately after purchase: the Excel file (.xlsx), a CSV export, a Quick Start Guide PDF and a Risk Profile Quiz PDF. Works on Mac, Windows, iOS and Android. No subscription, no login.\u003c\/p\u003e\n\n\u003ch3\u003eFile details\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003eFormat: .xlsx and .csv\u003c\/li\u003e\n\u003cli\u003e7 spreadsheet tabs plus PDF guides\u003c\/li\u003e\n\u003cli\u003e322 live formulas\u003c\/li\u003e\n\u003cli\u003eCompatible with Excel 2016+, Google Sheets, LibreOffice and Numbers\u003c\/li\u003e\n\u003cli\u003eFree lifetime updates\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003cp\u003e\u003cem\u003eFor educational and personal tracking only. This is not financial advice and does not provide buy or sell recommendations. Designed and built by SpendFlow Studio.\u003c\/em\u003e\u003c\/p\u003e","brand":"SpendFlow Studio","offers":[{"title":"Default Title","offer_id":50274099724481,"sku":null,"price":8.99,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0864\/6446\/3041\/files\/il_1080xN.8008941852_5fmk.jpg?v=1780069398","url":"https:\/\/spendflowstudio.com\/products\/investment-portfolio-tracker-spreadsheet-excel-google-sheets","provider":"SpendFlow Studio","version":"1.0","type":"link"}