Are you searching for investment tracking spreadsheets?

A lot of people want to do investments in different businesses and startups. However, doing investment in some businesses isn’ta guarantee of generating profit without any efforts. The feasibility analysis of making any investment is just a start. SO, the investors have to properly track the KPIs of the project for multiple reasons. Thus, the use of an investment tracking spreadsheet is a helping hand for small investors.

As there are several professional platforms and tools available for this purpose. Thus, this cost-effective solution is mainly for small investors who don’t have hundreds of investments to track on a daily basis.

Further, investment tracking isn’t just like keeping strict follow up to get back the capital amount along with profit. It’s way more complex than that. The investors have to consistently analyze the performance of projects or startup to keep on releasing funds on time.

Also, if the business team isn’t performing up to the mark as per the business plan. The investor has to make choice to either hold on the funds or continue. Moreover, the actual ROI and payback of invest are important to compare with the planned one. You may also like budget proposal template.

This not only helps the investors to analyze the performance of the project team during execution but also proves the rigidity of the business plan. So, a continuous goal achievement develops investor trust into the project and improves stakeholders’ engagement with the project. Hence, this factor is very crucial and vital for the success of any business or project plan.

Importance of Investment Tracking Spreadsheet

Although, most of the details are covered in the above sections. Let’s summarize the significance of the tracking process for the investors.

The investor’s interest to invest in some business is based on its expected ROI, Payback, cost-benefit analysis, and risk profit analysis.

Thus, just making a feasibility analysis before doing investment isn’t everything. The achievement of expected investment perks requires proper follow-up and proper communication channels. Therefore, the project team and investors should focus on stakeholders’ engagement and communication.

A good stakeholder engagement plan will benefit both the project team and invest. As the communication of the right information on the right time will allow the investor to release funds soon without wasting time on taking updates and investigation.

Similarly, the investor will be aware of the updated phase of business and analyze the actuality of planned benefits. You should also check candidate tracking system spreadsheet.

Excel Spreadsheet Template for Investments

excel spreadsheet template for investments
Details
File Format
Excel (xls, xlsx)
Size: (105 KB)

Free Stock Trading Log Spreadsheet

free stock trading log spreadsheet
Details
File Format
Excel (xls, xlsx)
Size: (49 KB)

Individual Brokerage Account Spreadsheet

individual brokerage account spreadsheet
Details
File Format
Excel (xls, xlsx)
Size: (179 KB)

Investment Analysis Spreadsheet

investment analysis spreadsheet
Details
File Format
Excel (xls, xlsx)
Size: (104 KB)

Investment Property Spreadsheet Template

investment property spreadsheet template
Details
File Format
PDF
Size: (719 KB)

Free Investment Tracking Spreadsheet

investment tracking spreadsheet
Details
File Format
Excel (xls, xlsx)
Size: (2187 KB)

Microsoft Excel Stock Tracker Template

microsoft excel stock tracker template
Details
File Format
Excel (xls, xlsx)
Size: (115 KB)

Mutual Fund Portfolio Tracker Template

mutual fund portfolio tracker template
Details
File Format
Excel (xls, xlsx)
Size: (3821 KB)

Rental Single Family Investment Spreadsheet

rental single family investment spreadsheet
Details
File Format
PDF
Size: (257 KB)

Single and Multi Family Investment Template

single and multi family investment template
Details
File Format
PDF
Size: (353 KB)

Stock Market Portfolio Worksheet

stock market portfolio worksheet
Details
File Format
Word (doc, docx)
Size: (22 KB)

How to Track the Investment using Spreadsheet?

There are many investment tracking software, spreadsheets, and online platforms such as Mint.com, Morningstar.com, Microsoft Excel with SharePoint, QuickBooks, and Quicken.

The use of an excel tracking spreadsheet for tracking investment is simple and requires no professional skill of tool. It involves the tracking of different functions such as total invested amount, profit/loss, % profit/loss, status date, total investment, gain, and variance. You may also see monthly budget excel template.

All the parameters integrated with formulas. So, investors just require doing entry of investment value and total investment amount. All other results all automatically calculated with the help of excel preset formulas.

Thus, it’s a very simple, time-saving, and affordable means of tracking investments without the requirement of hiring professional staff.

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