A focused stock portfolio tracker with detailed per-position tracking, sector allocation, and realized/unrealized gain calculations. Built for active stock pickers who need lot-level detail.
This spreadsheet includes 4 sections covering everything you need.
Current stock holdings with real-time tracking fields.
| Ticker | Company | Sector | Shares | Cost Basis | Current Price | Market Value | Unrealized P&L | % of Portfolio |
|---|---|---|---|---|---|---|---|---|
| --- | --- | --- | --- | --- | --- | --- | --- | --- |
| --- | --- | --- | --- | --- | --- | --- | --- | --- |
Stocks you have sold with realized gain/loss calculations.
| Ticker | Buy Date | Sell Date | Shares | Buy Price | Sell Price | Realized P&L | Holding Period |
|---|---|---|---|---|---|---|---|
| --- | --- | --- | --- | --- | --- | --- | --- |
| --- | --- | --- | --- | --- | --- | --- | --- |
Portfolio breakdown by sector with concentration limits.
| Sector | Market Value | % of Portfolio | Max Target % |
|---|---|---|---|
| --- | --- | --- | --- |
| --- | --- | --- | --- |
Stocks you are monitoring for potential purchase.
| Ticker | Company | Current Price | Target Buy Price | Thesis | Added Date |
|---|---|---|---|---|---|
| --- | --- | --- | --- | --- | --- |
| --- | --- | --- | --- | --- | --- |
Follow these steps to get the most out of this template.
Enter each stock position with your purchase price and number of shares.
Set sector concentration limits to avoid being overweight in any single industry.
When you sell a position, move it to the Closed Positions tab and record the sell price.
Maintain a watchlist of potential buys with target prices based on your analysis.
Review sector allocation monthly and consider trimming overweight positions.
Active stock investors who pick individual companies.
Traders who need to track realized and unrealized gains separately.
Investors monitoring sector concentration risk in their portfolio.
Anyone building a stock portfolio alongside index fund holdings.
This template is great for manual tracking, but Clarity automates everything for you. Connect your bank accounts, brokerages, exchanges, and wallets and see real-time data without entering a single number.
Research suggests 20-30 stocks across different sectors provides adequate diversification. Fewer than 15 concentrates risk; more than 40 makes it difficult to stay informed about each company and may not outperform an index fund.
After a stock split, multiply your share count by the split ratio and divide your cost basis by the same ratio. For a 3-for-1 split: 100 shares at $150 becomes 300 shares at $50. Your total cost basis does not change.
If dividends are a significant part of your strategy, use the dedicated Dividend Income Tracker template. For growth-focused portfolios, simply note whether dividends are reinvested or paid as cash in your transaction log.
Other templates you might find useful.
Investment Portfolio Tracker
Track all your investments in one spreadsheet — stocks, bonds, ETFs, mutual funds, and alternatives. Includes cost basis tracking, gain/loss calculations, asset allocation percentages, and dividend income.
InvestingDividend Income Tracker
Track dividend income across all your holdings. Monitor yield, payment frequency, ex-dividend dates, and annual income projections. Includes DRIP tracking and year-over-year income growth analysis.
TaxCapital Gains Tracker
Track realized capital gains and losses across all asset types for tax planning. Separates short-term and long-term gains, tracks loss carryforwards, and helps estimate your tax liability before year-end.
Clarity connects to your financial accounts and automates what this template does manually. Real-time data, zero data entry, and AI-powered insights.