23 Best Investment Tracking Spreadsheet Templates

1. Consistent Input Standards
Define a standard set of fields (date, asset type, ticker, quantity, purchase price, fees, current price) and enforce consistent formats to ensure clean data aggregation and accurate calculations.

2. Use Built-in Formulas and Dashboards
Leverage formulas like SUMIF, VLOOKUP or XLOOKUP, and dynamic charts to auto-calculate gains, IRR, and allocation; maintain a dashboard tab with key metrics for quick insights.

3. Regular Reconciliation and Version Control
Reconcile the template with broker statements monthly and keep a version history or backup to prevent data loss and track changes over time.