Download Investment Return Tracking Free Excel Template

Filter by Categories
Select all
Business Statements
Federal Income Tax
Gantt Chart
GST India
Health, Logs and Personal Trackers
Invoice/ Bill
Payroll & HR
Project Reports & Timelines
Purchase Order/Requisition
Rental Ledger
Risk Registers
Sales/ Marketing
SWOT Analysis
Timesheet/ Attendance
Filter by File Types

Download free Investment returns tracking template in Microsoft Excel and Spreadsheet. This is also compatible with Google Sheets, WPS Office and Libre Office. You can use this free excel template to track returns on your investment. In general business parlance, investment returns are understood as “Returns on Investment” or “ROI”.

Understanding Returns on Investment (ROI)

As per the definition of Investopedia, Return on investment (ROI) is calculated by dividing the profit earned on an investment by the cost of that investment. For instance, an investment with a profit of $100 and a cost of $100 would have a ROI of 1, or 100% when expressed as a percentage.

About Investment Returns Tracking Excel Format

This template primarily focuses in your investments made on the Share Market. If you are a trader, you can keep your day trades information captured in this template. This will help you monitor your periodic returns and performance of your trading strategy on periodic basis.

However, if you are an investor – who likes to hold investments on shares and stocks for longer duration of time, this template is just perfect for your manual records. You can simply begin by downloading this free excel investment tracking template, and start capturing details of your investments. The details primarily includes –

  • Stock name, or, Name of the company
  • Number of shares in your portfolio
  • Buying price of each stock along with date of transaction
  • Selling price of each stock along with date of transaction
  • Dividends earned, if any
  • Trading commissions in the transactions, both buy and sell combined

This template will automatically compute the investment amount, Gain or loss situation, and total returns on your investment. 

Formula for Returns on Investment

Returns on investment is the basic parameter to identify the level of performance of your portfolio amongst other things. This parameter gives you a bird eye view on the overall performance. The formula for computing returns on any investment is –

Return on Investment (ROI) = (Gross Profit earned – Commission – Brokerage)/ Total Investment

This investment return tracking template in Excel follows the same basic principles of computing ROI as mentioned above.

Download and Use Investment Returns Tracking Template in excel

To use this free Investment Returns tracking template in excel, you should have Microsoft Office/ Microsoft Excel. You can only use this template if you have these applications in your system. or Use, Google Sheets. 

After installing Excel or Spreadsheet, download the zip file of this template, extract the template using WinRAR or 7Zip decompressing software. Once extracted, you can open the file using Excel and start entering data or customizing the template.

Click the button below to Download Investment Return Tracking Excel Template

By Downloading this Free Excel Template, it is implied that you comply with Download Instructions

Download Instructions

If the excel templates can not be downloaded, Leave us a feedback at We will solve the related problems/ query for you as soon as possible. All Excel templates and dashboards and tools are sole property of As a User, you can download and use the excel templates, dashboards and calculators for personal and business use with no payment i.e. for free. But without permission, you can not distribute it on the Internet website or any other online or offline medium !

Without permission granted from us/ management team of, use of these excel templates and dashboards is not allowed. However, if you want to share this templates and dashboards with your friends and peers, we have provided sharing option in various social media and platform via which you can share our content.

We hope that you can get our help in making your personal and business activities easier with the use of free excel templates and dashboards, and at the same time, support the construction of our website by considering our efforts and aforesaid instructions.