Take full control of your long-term investments with this ETF & Index Fund Tracker Spreadsheet Template for Excel and Google Sheets. Designed for investors who want a clear and organized way to monitor exchange-traded funds, index funds, dividends, portfolio allocation, profit and loss, and investment performance, this template works as a complete portfolio management system.
This tracker is perfect for long-term investors, passive investors, dividend investors, index fund investors, ETF buyers, global portfolio holders, and anyone who wants to manage investments using real data instead of guesswork. Whether you invest through one broker or multiple accounts, this spreadsheet helps you keep your portfolio organized in one place.
The template includes live price tracking for ETFs and index funds, allowing you to monitor updated portfolio values and performance. The portfolio dashboard gives you real-time insights into your holdings, gains, losses, allocation, and income potential.
One of the most useful features is the asset allocation X-Ray, which helps you understand your true exposure across sectors, regions, and asset classes. This makes it easier to see whether your portfolio is properly diversified or too concentrated in one area.
The spreadsheet also includes dividend tracking and income forecasting, helping you estimate future income from your ETF and index fund holdings. Automatic profit and loss calculations help you track investment performance without manual math, while portfolio rebalancing insights support smarter allocation decisions over time.
With multi-currency support for currencies such as USD, EUR, GBP, and more, this tracker is suitable for international investors and global ETF portfolios. It also supports multi-account and multi-broker tracking, making it helpful for investors who manage holdings across different platforms.
What’s Included
Key Features
Perfect For
The ETF & Index Fund Tracker Template is a powerful investment spreadsheet for anyone who wants to build, monitor, and optimize a smarter portfolio. With live price tracking, allocation analysis, dividend forecasting, profit and loss calculations, multi-currency support, and rebalancing insights, this template helps investors stay consistent and make more informed portfolio decisions.
Published:
Apr 25, 2026 01:09 PM
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