Portfolio Tracker — Excel & Google Sheets
$9.99 CAD
Skip to product information
US + CanadaDigital download
Portfolio Tracker — Excel & Google Sheets
$9.99 CAD
$8.00 CAD with code ASSET20 at checkout, until Dec 1
Instant download · Excel and Google Sheets
One spreadsheet for your investments: holdings, dividends, contribution room, net worth and goals. Works for US and Canadian accounts.
- A dashboard with your value, gains, income and goal progress
- Live prices and USD/CAD rates in Google Sheets (a copy is included); manual prices in Excel
- Holdings in USD and CAD, totalled in your home currency
- A dividend log with monthly income and a 12-month projection
- 401(k), IRA, HSA, TFSA, FHSA and RRSP room, with age-based limits
- Shows where your next contribution should go to stay on target
- Net worth over time and a 50-year goal projection
Excel file (.xlsx) plus a link to your own Google Sheets copy. Instant download.
Educational tool, not financial advice.
What the tracker does
- Dashboard
- Value, gains, dividend income, contribution room left and progress toward your goal.
- Live prices
- In Google Sheets, prices and the USD/CAD rate update on their own. In Excel you type them in.
- Contribution room
- 401(k), IRA and HSA limits by age, TFSA room, FHSA carry-forward and RRSP room.
- Your next contribution
- Shows where new money should go to keep your target mix, without selling anything.
Why you can rely on it
- Your data stays with youIt’s a spreadsheet you own. Nothing connects to your bank or brokerage.
- Built for 2026Limits for the 401(k), IRA, HSA, TFSA, FHSA and RRSP are already filled in.
- IndependentNo fund company or brokerage pays us, and there are no affiliate links.
Questions about the content? Email hello@assetclassco.com or read how we make the guides.
New to investing?
The Starter Kit includes this tracker and the guide for your country, for $14.99 CAD.