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.