Trade Log

A powerful, structured, and smart portfolio tracker designed for serious investors who want to track, analyze, and grow their long-term wealth. Whether you're a stock investor, ETF investor, or building a multi-asset portfolio — this template helps you stay organized, make data-driven decisions, and monitor real performance over time. It works seamlessly across stocks, ETFs, gold, and silver, giving you full flexibility to track everything in one place.

Key Features:

• Portfolio Dashboard
  Get your entire portfolio's snapshot at a glance — Investment Cost, Current Value, Unrealized P&L, Realized P&L, Total Return, Today's Return, and ROI %, all in one clean summary bar.

• My Portfolio
  A detailed holding-level view of every stock and ETF — quantity held vs. sold, sale amount, realized P&L, average holding days, current price, dividends received, and overall ROI %. Instantly know what's open, what's closed, and what's actually working.

• Watchlist
  Track your shortlisted stocks with live prices, day high/low, 52-week high/low, volume, market cap, P/E, EPS, and buy/sell alert levels — plus a built-in share price trend sparkline for each ticker, alongside key index levels.

• Accounts - Deposit/Withdrawal Tracker
  Log every deposit and withdrawal by broker, with charges/tax, net amount, bank, payment mode, UTR number, and verification status — so your ROI always reflects true capital movement, not just account balance.

• Trade Log
  Record every buy with strategy tag (Breakout, Trend Following, Momentum, Position Trading, Long-Term Investing), investment account, buy price, stop loss, target level, and investment value — auto-linked to your portfolio and dashboard, so you never enter data twice.

• Stock Performance Report
  See how each individual stock or ETF has performed over time — return %, holding period, and contribution to overall portfolio — so you know exactly which holdings are pulling your returns up or down.

• Strategy Performance Report
  Break down your returns by strategy (Breakout, Trend Following, Momentum, Position Trading, Long-Term Investing) to see which approach is actually working for you and which needs rethinking.

• Monthly & Annual Reports
  Track portfolio growth and returns period-over-period — see how each month and year performed, spot trends, and measure consistency over time.

• Sector Allocation Report
  Auto-generated breakdown of your portfolio by sector and asset class (Equity, Gold, Silver) so you always know your diversification at a glance and avoid over-concentration.

• Dividend Tracker
  Log dividends received by stock, with running totals — so you always know your real income, not just capital appreciation.

Who Is This For?

• Stock and ETF investors

• Long-term / buy-and-hold investors

• Investors managing multiple brokers or accounts.

• Anyone who wants clarity on real portfolio performance — not just what the broker app shows

Why It's Great:

• More than a spreadsheet — it's a complete portfolio performance system

• Fully compatible with Google Sheets

• Live price feeds, automated calculations, charts, and smart visual dashboards

• Multi-account, multi-asset class support (Stocks, ETFs, Gold, Silver)

• Strategy-tagged trade tracking, so you know which approach actually works

• Built-in watchlist with alert levels — plan your next trade without leaving the sheet

• In-depth reporting — by stock, strategy, month/year, and sector — so nothing about your performance stays hidden

Want to actually know how your portfolio is performing — not just guess?
This tracker gives you clarity, structure, and control — everything you need to invest with confidence.