Templates · Investing
Free Stock Portfolio Spreadsheet
A stock tracker for people who pick their own companies. Get detailed per-position tracking, sector allocation breakdowns, and realized vs. unrealized gain calculations — all the way down to lot-level detail.
- Investing
- Spreadsheet
- Free template
What's included
This spreadsheet includes 4 sections covering everything you need.
Open Positions
Your current stock holdings with everything you need to track them.
| Ticker | Company | Sector | Shares | Cost Basis | Current Price | Market Value | Unrealized P&L | % of Portfolio |
|---|---|---|---|---|---|---|---|---|
| --- | --- | --- | --- | --- | --- | --- | --- | --- |
| --- | --- | --- | --- | --- | --- | --- | --- | --- |
Closed Positions
Stocks you have sold, with realized gain/loss figured out for each.
| Ticker | Buy Date | Sell Date | Shares | Buy Price | Sell Price | Realized P&L | Holding Period |
|---|---|---|---|---|---|---|---|
| --- | --- | --- | --- | --- | --- | --- | --- |
| --- | --- | --- | --- | --- | --- | --- | --- |
Sector Allocation
How concentrated you are in each sector, plus limits to keep you diversified.
| Sector | Market Value | % of Portfolio | Max Target % |
|---|---|---|---|
| --- | --- | --- | --- |
| --- | --- | --- | --- |
Watchlist
Stocks you have your eye on — with target prices and your investment thesis.
| Ticker | Company | Current Price | Target Buy Price | Thesis | Added Date |
|---|---|---|---|---|---|
| --- | --- | --- | --- | --- | --- |
| --- | --- | --- | --- | --- | --- |
How to use this template
Follow these steps to get the most out of this template.
- 1
Enter each stock position with your purchase price and share count.
- 2
Set sector concentration limits so you do not end up too heavy in any one industry.
- 3
When you sell, move the position to Closed Positions and record your sell price.
- 4
Keep a watchlist of stocks you want to buy, with target prices based on your research.
- 5
Review sector allocation monthly and think about trimming anything that has gotten too big.
Who this template is for
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.
Why use Clarity instead?
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.
- Automatic transaction imports from 12,000+ institutions
- Real-time portfolio values and net worth tracking
- AI-powered spending insights and budget recommendations
- Tax-ready reports with automatic cost basis calculations
- One dashboard for banks, brokerages, crypto, and DeFi
Frequently Asked Questions
How many individual stocks should I own?
The sweet spot is usually 20-30 across different sectors. Fewer than 15 and your risk is concentrated. More than 40 and it gets hard to keep up with each company — at that point, an index fund may serve you better.
How do I track stock splits in my spreadsheet?
Multiply your share count by the split ratio and divide your cost basis by the same number. So a 3-for-1 split turns 100 shares at $150 into 300 shares at $50. Your total cost basis stays the same.
Should I track dividends in this spreadsheet?
If dividends are a big part of your strategy, check out the Dividend Income Tracker template instead. For growth-focused portfolios, just note whether dividends get reinvested or paid as cash in your transaction log.
Related templates
Other templates you might find useful.
Investment Portfolio Tracker
See all your investments in one place — stocks, bonds, ETFs, mutual funds, the works. Track your cost basis, see how much you have gained or lost, check your asset allocation, and keep tabs on dividend income.
InvestingDividend Income Tracker
Keep track of every dividend you earn across all your holdings. Monitor your yield, payment dates, ex-dividend dates, and projected annual income. Also tracks DRIP reinvestments and year-over-year income growth.
TaxCapital Gains Tracker
Stay on top of your realized gains and losses across all asset types so tax season does not catch you off guard. This tracker separates short-term and long-term gains, manages loss carryforwards, and helps you estimate your tax bill before year-end.
Ready to go beyond spreadsheets?
Clarity connects to your financial accounts and automates what this template does manually. Real-time data, zero data entry, and AI-powered insights.