US Stock Investment Tracker Excel Dashboard (Holdings, Trades, Returns & Dividends)

Tracking US-listed stocks across brokers and accounts can get confusing when you want a clear view of holdings, cost basis, and returns in one place. This Stock Investment Tracker (US Listed Stock) helps investors record trades, monitor portfolio performance, and track returns in one centralized system—so you can make smarter decisions, improve diversification, and stay on top of your investments consistently.

This is a ready-to-use, professionally designed, and fully customizable Excel dashboard created to simplify investing and improve performance visibility. It enables you to log buy/sell transactions, track average buy price, monitor current value, and calculate profit/loss and return % without relying on multiple apps. Everything is structured to give you a clean snapshot of your US equity portfolio—by stock, sector, and account—at a glance.

With automated summaries and clear reporting views, you can monitor portfolio growth over time, review top gainers and losers, track dividend income, and plan rebalancing decisions confidently. Whether you invest in NYSE/NASDAQ stocks, long-term ETFs, or a mix of growth and dividend stocks, this dashboard supports disciplined tracking and stronger portfolio control.

What’s Included:

• Pre-built Excel dashboard for US stock portfolio tracking
• Holdings tracker (ticker, quantity, avg cost, current value fields)
• Buy/sell transaction log (date, price, quantity, fees/commission)
• Auto-calculated profit/loss and return % (realized and unrealized structure)
• Dividend income tracker (date, ticker, amount, notes)
• Portfolio allocation summary (sector-wise / stock-wise split fields)
• Performance view (top gainers/losers, return trends)
• Capital invested vs portfolio value snapshot
• Month-wise performance reporting views
• Fully customizable fields for any US broker and portfolio strategy

Key Benefits:

• Centralizes US stock holdings and transactions in one place
• Tracks returns, profit/loss, and portfolio value automatically
• Improves diversification visibility with allocation summaries
• Helps analyze gainers/losers quickly for better decisions
• Supports dividend tracking for income-focused portfolios
• Reduces manual errors with automated calculations and summaries
• Saves time by avoiding multiple broker reports and apps
• Ideal for US stock investors, long-term holders, and active traders

Get your Stock Investment Tracker (US Listed Stock) today and streamline your investment tracking while maximizing clarity, control, and portfolio performance.