Free Spreadsheet

Investment
Tracker


Most portfolio trackers just show you numbers. This one asks the harder question: why do you actually own this? A free spreadsheet that tracks your thesis, your catalyst to watch, and your gain or loss automatically, so you notice the moment your own reasoning stops holding up.


From Paola Villa, award-winning Economist and AI Systems Architect


Free Spreadsheet · Paola Villa
TickerThesisGain/Loss
AAPLServices growth > hardware+30.0%
   
   
   
Investment
Tracker
Track what you own, and why you own it.

What's Inside

A fillable spreadsheet, formulas already built in.

Your investment thesis

Write down the actual reason you bought it. This is the column most trackers skip.

Catalyst to watch

The specific event or data point that confirms or challenges your thesis.

Gain/loss, automatically

Enter entry and current price, and the dollar and percent totals calculate themselves.