Download free investments tracking excel template with “Return on Investment (ROI)” computation feature. This is a ready to use and easy to customize excel template. This investment tracker helps you to manage your personal finance and client’s investment portfolio over a period of 10 years.
Basically, this tracker works on goal basis. To use this tracker efficiently, one must create wealth goal, spending proportion and follow this mantra for 5 or 10 years (based on goal). Once you input your desired ROI figures, this template will simulate the period wise accumulated wealth at the end of each year, for 5 or 10 years.
Note: This template for investment tracking is a investment planner and tracker type template.
Check out : Investment tracking excel templates
About Investment Tracker (With ROI) Excel Template
This free excel template consists of 7 sheets, namely,
- Investment Planner (2 Sheets),
- Investment Tracker (3 Sheets) and
- Summary (2 Sheets)
Let us try to understand each section/ sheet in detail;
Investment Planner
The section or sheet consists of your basic information about your current salary, age, anticipated retirement age, and your investment target. This is more of a personal finance part wherein details of the targetted user is captured.
Here, you can insert your current salary, current age and the age when you plan to retire along with your desired amount you want to have at the time of retirement. It will automatically calculate the difference of years from current age to retirement age.
Furthermore, it consists of the bifurcation of expected expenditures. It includes a percentage of your income to be allocated to your needs and wants and expenses. Whereas the rest is your saving that you invest over the period of the next 5 years.
The template displays these amounts in both percentages and figures. Additionally, it displays the bifurcation of your income and expenses in graphical form so that visualization can clarify more details.
There is one more sheet in the template which is similar to this sheet. This sheet will be used once you successfully complete 5 years. All the columns are the same except the balance carry forward. Most of the data is auto-filled from the first 5 years.
Investment Tracker
There are a total of 3 sheets in this format. The first one is for 5 years whereas the second and third are for 3 years each. This sheet consists of 5 similar yearly sections. Each section displays monthly income and monthly savings for a complete year (Jan-Dec). Insert the annual return that you receive every year on your investment. It will automatically calculate the ROI automatically for you.
If you have made any withdrawals then enter them in the withdrawal cell that will decrease your net savings amount. In the first year, there is no balance carried forward cell. The remaining 4 years has it, where the balance at the end of each year will be carried forward to the preceding year.
Furthermore, it also displays the income vs savings graph for each year. It displays the amount of your total income and total savings in that particular year.
Once you successfully complete 5 years span investing, monitoring and tracking your investment, you need to follow the same until you achieve your wealth goal. Divide preceding 6 years into 2. Each sheet has 3 years of investment records.
Tips For Maximum Returns
Here are some useful investment and personal finance tips that will help you maximize returns on your investment.
- Define your goal.
- Spend on needs rather than wants.
- Keep yourself Debt Free. If you have any debt pay off in first priority.
- Invest in retirement accounts.
- Invest in Stocks/Equity markets.
Download and use Investment Tracker with ROI Excel template
To use this free excel Investment tracking template, you should have Microsoft Office/ Microsoft Excel installed in your system.
After installing Excel or Spreadsheet, download the zip file of this template, extract the template using WinRAR or 7Zip or WinZIP (Recommended) decompressing software. Once extracted, you can open the file using Excel and start entering data or customizing the template.
