I receive a small but steady stream of requests from readers asking me how I manage my own investments.
So rather than telling you, I thought it’d be better be to show you.
I’ve spent a bit of time tidying it up to make it look presentable, and am now making my own tracking spreadsheet available for you to download.
I use it not only to track my investment performance, but to track my spending, net worth, and to work out my (UK) income tax.
What’s in the spreadsheet:
- An investment performance tracker
- A spending tracker
- A net worth tracker
- An income tax/NIC calculator
If you enter your salary, it’ll calculate your tax, NIC, and net pay for you.
If you enter your monthly spending, it’ll break your spending down for you.
If you enter your investment values, it’ll calculate your returns for you.
If you enter any other assets you hold, it’ll calculate your net worth for you.
Here’s a sample of the charts it produces: