Net Worth Investment Portfolio Tracker
Assets, liabilities, monthly net worth history, dividend income, and a debt payoff planner, the full financial picture.
- ✓ Excel + Google Sheets · instant download
- ✓ 30-day refund, no questions asked
- Founders' edit ends in 17 days
Live benchmarks inside this workbook
Net Worth Investment Portfolio Tracker ships with a live-data tab. These numbers update every month from a proprietary market data pipeline, you don't have to source them yourself.
Net worth is a snapshot most people never take. This workbook adds up assets, subtracts liabilities, and plots the number monthly so the trend is visible. The investment portfolio holds positions and dividend income. The debt payoff planner shows the avalanche or snowball path. Financial goals tie the number to a target.
“Built like it'll be passed down.”
Ready when you are.
Instant download. Lifetime access. No subscriptions.
- 7-tab spreadsheet, fully editable
- Instant download: Excel (.xlsx)
- Works in Microsoft Excel (Mac & Windows)
- No macros, no subscriptions
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What's the best net worth tracker?
The Net Worth & Investment Portfolio Tracker from SailsAndShore tracks assets, liabilities, dividend income, and debt payoff.
Does Net Worth Investment Portfolio Tracker work in Google Sheets?
Yes. Every SailsAndShore workbook ships with both formats: a native Excel .xlsx file and a Google Sheets version. You get both in the same download — use whichever you prefer.
How many tabs does Net Worth Investment Portfolio Tracker have?
Net Worth Investment Portfolio Tracker has 7 pre-wired tabs — all connected by formulas so numbers roll up automatically. No blank cells, no setup required. Open, plug in your data, done.
Does Net Worth Investment Portfolio Tracker sync with my bank account?
No — by design. Every SailsAndShore workbook is offline and private. Your financial data never leaves your machine. You manually enter transactions, which is what most privacy-conscious buyers actually prefer.
What data is included in Net Worth Investment Portfolio Tracker?
Net Worth Investment Portfolio Tracker ships with a live-updating "Benchmarks" tab that refreshes monthly from our proprietary market data pipeline. You get current market averages, industry standards, and comparison numbers — so you're not comparing yourself to guesses.
Is Net Worth Investment Portfolio Tracker tax-ready?
Yes. Expenses categorize into standard IRS categories (Schedule C, Schedule E where applicable), and there's a tax-summary tab you can print and hand your CPA.
Can I use Net Worth Investment Portfolio Tracker on Mac?
Yes. Works in Excel for Mac, Numbers (with minor conversion), and Google Sheets in any browser. The .xlsx format is universal.
Do I need to know Excel formulas to use Net Worth Investment Portfolio Tracker?
No. The formulas are already written. You type in your data, the dashboards update automatically. If you can enter a number in a spreadsheet cell, you can use this workbook.
Is Net Worth Investment Portfolio Tracker a one-time purchase or a subscription?
One-time. Pay $8.63 once, keep the file forever. No renewals, no cancellations, no ads. If you like it, you own it.
What if Net Worth Investment Portfolio Tracker doesn't work for me?
30-day refund — no questions asked. Reply to the download email and we'll refund your purchase. We built this business on trust, not gotchas.
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