Investment tracker printable for holdings, dividends and portfolio value

This investment tracker printable gives every account, holding, contribution, dividend and portfolio value a calm, tidy home. Its 13 undated pages, with no currency printed, begin with your goals and an overview of accounts and continue to a monthly value tracker, a summary for the year and a glossary. Download the PDF instantly in US Letter and A4.

Use your own currency, wherever you live and whatever the year.

How the investment tracker printable brings it all together

Numbers tend to hide in apps, inboxes and paper statements. Here you copy them onto one set of pages, in your own words and currency. Note each deposit, dividend and interest payment when it lands, write down your total value on a fixed day every month, and shade a simple bar for each month of the year.

When a meeting with your financial professional comes up, the questions page helps you walk in prepared and relaxed.

Who this portfolio tracker is for

• Newer investors hoping to make sense of, and tidy up, what they own today
• Anyone whose accounts sit with several providers and who wants one paper overview
• Dividend investors looking for an easy income log with quarterly totals
• Couples and families getting ready to meet a financial professional

Design and printing

• Minimal white layouts with blush pink accents that barely use any ink
• Generous margins, so home printers will not crop the edges
• Two portrait sizes: US Letter (8.5 x 11 in) and A4 (210 x 297 mm)
• No dates and no currency, so it suits any country and any year
• Keep it in a binder or on a clipboard, or have a print shop spiral bind it

Inside the investment tracker printable: 13 pages

1. 1Front cover with a contents list and a "This tracker belongs to" line
2. 2A getting started page with four steps (gather, record, review, ask), a section about you, your support team, where statements are filed and a routine for keeping records
3. 3Your investing goals, each with its reason, the amount you are aiming for, a target date and time horizon, plus how rising and falling values make you feel, and notes
4. 4Your accounts at a glance: where each is held, the kind of account, whose it is, what it is for and when you last looked (never account numbers), plus beneficiaries and who has access
5. 5A holdings record showing each investment's name and type, which account holds it, how many units, what it cost, what it is worth now and the gain or loss
6. 6Asset allocation with a circle to sketch your pie, a table comparing target and actual percentages, and allocation check-ins over time
7. 7A record of money you put in: the date, which account, how much, where it came from and a tick if it repeats, with totals per page and per year
8. 8A log of dividends and interest with holding, amount and a reinvested tick, plus totals each quarter
9. 9A 12 month value tracker with starting value, money added, money withdrawn, ending value and change, and a bar chart to shade
10. 10A yearly performance summary: the year in numbers, a table by account, highlights, lessons and next year's focus
11. 11Notes on rebalancing, with a review log, your own guidelines and a checklist to read before making any change
12. 12Questions for your advisor, with suggested questions on fees, taxes and returns, your own questions, answers and next steps
13. 13Two dozen everyday investing words explained simply, starting with asset allocation and ending with yield, and lines for new terms you come across

What you will download

• Investment Portfolio Tracker, US Letter PDF (13 pages)
• Investment Portfolio Tracker, A4 PDF (13 pages)
• Read Me First, a short printing guide (PDF)

How to download and print

• Check out with PayPal, a debit or credit card, Apple Pay or Google Pay. Your download page opens as soon as the payment goes through.
• We email the same private download links to you, so you can download your files again later.
• Open the PDF in a free reader such as Adobe Acrobat Reader and print at 100% or Actual size.
• Print only the pages you need, as often as you like, for your own personal use.

Good to know

• This is a print-ready PDF rather than a hyperlinked digital planner. Most note taking apps can import it if you would like to write on a tablet.
• Only a digital file is delivered. Nothing is mailed to you.
• Printed colors may vary a little from your screen.
• The files are for your own personal use. Sharing, reselling or redistributing them is not allowed.
• Digital products cannot be returned, but if a file refuses to open or print properly, email us and we will help quickly.
• Use these pages to keep records only. Nothing here is financial, investment or tax advice, and no investment, product or strategy is being recommended. Before making decisions, please talk with a qualified financial professional about your own circumstances.
• Keep account numbers, passwords and PINs out of these pages.

How this was made

Designed and written by PetiteDiary. AI tools helped draft parts of the text, and some background scenes in the preview images were created with AI. Every page was designed, reviewed and checked before release.

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