ETF & Index Fund Tracker Template Excel

📈 ETF & INDEX FUND PORTFOLIO TRACKER 📈

Organize ETF holdings, monitor investment performance, track dividend income, and review portfolio allocation with this comprehensive ETF and Index Fund Tracker for Google Sheets and Microsoft Excel.

Designed for long-term investors, this customizable spreadsheet helps you bring holdings from multiple accounts and brokers into one structured portfolio-management system.

Track global ETFs, calculate profit and loss, review sector and regional exposure, monitor dividend activity, and compare your current allocation with your preferred investment targets.

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✨ KEY FEATURES
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📊 COMPLETE PORTFOLIO DASHBOARD

Review your investment portfolio through organized summaries, charts, and performance indicators.

Monitor:

✓ Total portfolio value
✓ Amount invested
✓ Recorded profit or loss
✓ Portfolio allocation
✓ Dividend income
✓ Individual fund performance
✓ Account balances
✓ Investment trends
✓ Current versus target allocation

The dashboard updates according to the holdings, transactions, and price information entered or retrieved by the spreadsheet.

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🌐 ETF AND INDEX FUND TRACKING
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Record and organize a wide range of exchange-traded funds and index investments.

Use the tracker for:

✓ Equity ETFs
✓ Bond ETFs
✓ International ETFs
✓ Sector ETFs
✓ Commodity ETFs
✓ Real estate funds
✓ Dividend-focused ETFs
✓ Broad-market index funds
✓ Sustainable investment funds
✓ Other supported investments

Asset and pricing availability may depend on the connected data source and spreadsheet platform.

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📡 LIVE PRICE TRACKING
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The spreadsheet is designed to retrieve current or recent market-price information for supported ETFs and index funds.

Live-price tools may help update:

✓ Current fund prices
✓ Market value
✓ Portfolio balance
✓ Profit and loss
✓ Allocation percentages
✓ Dashboard summaries