Download: My Excel Tracking Sheet Template

aug 18 excel


My answer is Yes.

Since November 2010 when I started buying NIKL at IPO.

Version 2.0 na ito sa tingin ko 🙂


Anong meron sa Excel Tracking Sheet ko?


#1. History of deposits

aug 18 history


#2. List of Sold Stocks (not in portfolio already)

aug 18 sold


#3. List of Active Stocks (currently in portfolio)

aug 18 active


#4. Portfolio

You can compute a Target Price and a Buy Below Price

aug 18 port


#5. Fees Calculator

Fees for COL Financial po ito ha

aug 18 calc


#6. Mutual Funds Tracking

aug 18 MF


#7. Milestones (when did you hit your target amount?)

aug 18 targets



You can keep the tabs that are helpful to you (only because they make sense to you); this is just a template.

This sheet is personal, meaning I customized it to meet my tracking needs. You can disregard or modify ANYTHING in it.

I may explain briefly how the formulas work, if you ask.

If you’ll ask me to create a template for you, I will simply decline.

I will give you the opportunity to learn how to track your profits on your own 🙂

Posibleng mali ang formulas ko d’yan kaya check niyo rin po 🙂


Maka-side comment lang…

Sa investing, part ang learning.

Part ng personal finance management ang pag-monitor and pag-track ng iyong investments.

Kahit nga Mutual Funds pa iyan (you don’t buy the stocks individually) you still need to track para alam mo kung nahi-hit mo ba ang target mo.

Hindi naman po ako galit niyan 🙂


You can download the template HERE.

Feel free to share this to your friends too!

Email me if you have questions:


P.S. 1. When I was a newbie in the stock market, the Truly Rich Club helped me. Know more about the Truly Rich Club and get your 11 Truly Rich Club Blessings! Click here. You can also download “My Maid Invests in the Stock Market” for free.

P.S. 2. We have a once-a-month orientation called Truly Rich Club Quickstart for those who want to have an introduction to stock market investing. It happens every 1st Sunday of the month. To know more, go here.

P.S. 3. Want to have a financial coaching session? Please take this survey.


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