Investment & Net Worth Tracker
Investment & Net Worth Tracker
See your investments, assets and overall financial progress in one organized dashboard.
✓ Track brokerage, retirement and other investment accounts
✓ Monitor balances, contributions, assets and financial goals
✓ Launch Price $7.99
✓ English and Spanish versions included
✓ Microsoft Excel and Google Sheets compatible
✓ Instant digital download
Educational and organizational tool only. Does not provide financial, investment, tax or legal advice.
See your investments and financial progress in one place.
Stop checking multiple accounts just to understand your overall financial picture.
Use this spreadsheet to organize investment accounts and assets, track balances, contributions, goals and overall progress.
Suitable for tracking:
- Brokerage accounts
- Retirement accounts
- 401(k)/403(b)
- IRAs
- ETFs
- Stocks
- Cash savings
- Other investments/assets
Includes English + Spanish.
Perfect for investors who want a simple financial dashboard without connecting their bank or brokerage accounts to another app.
DIGITAL DOWNLOAD
✓ Instant digital product
✓ Microsoft Excel (.xlsx) and Google Sheets compatible
✓ Editable and reusable
✓ No subscription required
✓ English and Spanish versions included
✓ Use again whenever your financial situation changes
For educational and organizational purposes only. Not financial, investment, tax or legal advice.
Please note: This is a digital product. No physical item will be shipped. Because digital files are delivered electronically, review the product description carefully before purchasing.