Making investments is a smart step toward securing your financial future, but managing them shouldn’t feel like a full-time job (unless it is, in which case, getting organized is still going to be super helpful!).
Staying on top of your investments is essential to optimizing your returns over time and understanding what’s working and what’s not. This habit not only helps you increase savings and reduce debt but also brings peace of mind. When you’re financially prepared, you can tackle whatever curveball life throws your way.
Investment portfolio templates are the best way to do this. These tools make it easier to organize your finances, monitor your investment performance, and diversify your portfolio.
In this article, we’ve compiled the most useful templates and portfolio trackers.
👀 Did You Know? Diversification can reduce portfolio risk without sacrificing returns—studies show that adding non-correlated assets to a portfolio can lower overall volatility while maintaining expected returns, a principle foundational to Modern Portfolio Theory.
Free Investment Portfolio Templates to Track & Manage Your Assets
- What Is an Investment Portfolio Template?
- Best Investment Portfolio Templates
- 1. ClickUp Portfolio Management Template
- 2. ClickUp Investment Agreement Template
- 3. ClickUp Project Management Portfolio Template
- 4. ClickUp Asset Management Template
- 5. ClickUp Asset Tracking Template
- 6. ClickUp Finance Management Template
- 7. ClickUp Retirement Checklist Template
- 8. ClickUp Personal Budget Template
- 9. Financial Portfolio Template by CFI
- 10. Spreadsheet Investment Portfolio Tracker Template by Rows
- 11. Excel Investment Tracker Template by Vertex42
- What Makes a Good Investment Portfolio Template?
Summarize this article for me pleaseWhat Is an Investment Portfolio Template?
An investment portfolio template is a structured tool designed to help individual investors, financial advisors, and professionals track, manage, and analyze a wide range of personal investments. These include stocks, bonds, real estate, and mutual funds.
Think of it as your investment dashboard, offering a clear picture of your current portfolio, its performance, and how it supports your financial goals.
These templates typically come in the form of spreadsheets (such as Google Sheets or Microsoft Excel) or dashboards, combining key data points, including purchase price, current price, current market value, and profit/loss, to provide up-to-date information and valuable insights.
Here’s what you can do with an investment portfolio template:
- Log every asset in your stock portfolio, including details like transaction date, value, and category
- Use interactive charts and bar graphs to visualize your portfolio’s performance and historical data
- Identify risk levels across holdings to support portfolio risk management strategies
- Define short, mid, and long-term investment goals like retirement or property ownership (explore real examples of 1-5-10 year financial goals here)
- Make smarter moves with real-time data, helping you seize potential investment opportunities in the current market
Whether you’re a beginner or a seasoned investor, a robust investment tracker empowers you to monitor your investment journey, conduct comprehensive analysis, and make informed decisions—all in one place.
📖 Also Read: A Complete Guide to the BCG Growth Share Matrix
Summarize this article for me pleaseBest Investment Portfolio Templates
Here are the top investment portfolio templates to achieve financial independence:
1. ClickUp Portfolio Management Template
The ClickUp Portfolio Management Template is a comprehensive tool designed to simplify efficient portfolio management for individuals and teams juggling multiple investments. It centralizes everything into one dynamic workspace when you’re managing your stocks, assets, and organizational tasks.
With features like real-time data, ClickUp Custom Views, and automated tracking, you can keep a closer eye on your portfolio’s performance, allocate resources wisely, and align projects with strategic financial goals. It’s especially useful for those looking to navigate complex investment portfolios without losing track of deadlines, budgets, or priorities.
With this template, you can:
- Track project stages clearly with 16 Custom Statuses (like New, In Progress, At Risk, Complete)
- Monitor expenses, team allocation, estimated cost, and progress with Custom Fields
- Analyze data quickly with built-in interactive charts and bar graphs
- Organize work using Custom Views, including the Portfolio Master List, SOPs, and Getting Started Guide
- Visualize timelines and milestones with Gantt charts and
- Use ClickUp Dashboards to easily view the progress of all your investments in one place
- Record and link time spent on each investment portfolio task with ClickUp Time Tracking and monitor resource allocation for informed investment decisions
🔑 Ideal for: Organizing and managing assets with a structured, data-driven approach.
👀 Did you know? The terms “bull” and “bear” markets are believed to have originated in the 1800s in California, where bull and bear fights were a form of entertainment. In these fights, bulls would attack by thrusting their horns upward, while bears would swipe downward.
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2. ClickUp Investment Agreement Template
Need to make personal investments a little more organized? The ClickUp Investment Agreement Template’s got your back. Whether you’re an entrepreneur, startup founder, or solo investor, it’s a simple way to lay out terms, responsibilities, and expected returns—all in one spot.
This is especially handy for managing risk and keeping everything legally buttoned up so everyone stays aligned long-term.
With this template, you can:
- Track purchase price, contract progress, and negotiations with Custom Statuses and Fields
- Plan flexibly using various document Views like Gantt, Calendar, and List
- Keep collaborators up to date with real-time notifications and comments
- Break down agreement components (e.g., clauses, sign-offs) using folders and subtasks with ClickUp Tasks
- Build detailed reports in ClickUp Docs of agreement status and responsibilities over time
🔑 Ideal for: Drafting and managing investment agreements with transparency and ease.
💡 Pro tip: If you’re new to the world of investing, brushing up on the book, Psychology of Money can help you understand the behaviors behind smart financial decisions—before putting pen to paper on your next agreement.
3. ClickUp Project Management Portfolio Template
Juggling multiple projects at once? The ClickUp Project Management Portfolio Template keeps things from getting messy. It brings all your projects—marketing, product dev, operations—under one roof so you can track progress and hit goals without breaking a sweat.
This template offers real-time collaboration, custom workflows, and visibility across the board to help you move faster without dropping the ball.
With this template, you can:
- Reflect project progress at a glance with 6 custom statuses (such as Not Started, In Progress, Complete, and more)
- Track deliverables, project phases, budgets, priorities, and stakeholders with Custom Fields
- Consolidate project data and surface real-time insights using portfolio-style dashboards
- Customize visibility with views like the Portfolio List, Timeline, Workload, and Kanban board
- Manage milestones and deadlines with ease using Gantt charts and Calendar views
- Trigger actions automatically—such as updating task statuses, assigning team members, sending notifications, or tracking time—based on specific events like Status changes with ClickUp Automations
🔑 Ideal for: Overseeing multiple projects with high-level visibility and control.
Watch a primer on how to use the project management portfolio template:
4. ClickUp Asset Management Template
The ClickUp Asset Management Template is a centralized tool for businesses aiming to track, manage, and maintain their physical or digital assets more effectively. This template makes it easy to know what physical assets you own, where they are, and in what condition. You can also customize this for digital assets like NFTs or cryptocurrencies.
You get Fields for all the nitty-gritty asset details, plus Views for tracking costs and repairs. It’s a lifesaver for optimizing asset usage and cutting down on waste.
With this template, you can:
- Capture asset conditions with the 5 Custom Statuses like Complete, Functional, Purchasing, Repairing, and Selling
- Log asset type, serial number, value, manufacturer, and more with Custom Fields
- Focus tracking with pre-built Views, including the Repair Calendar, Repair Cost List, and Repair Cost Table
- Enable advanced oversight with project management tools such as Time Tracking, tagging, and dependency alerts
- Collaborate seamlessly through shared Tasks, comments, and assignee capabilities
- Invite team members or guests to collaborate and update asset information in real time with ClickUp Docs
🔑 Ideal for: Tracking asset usage, repairs, and lifecycles with clarity and efficiency.
💡 Pro Tip: If you manage budgets for your assets, check out ClickUp’s favorite Excel budget templates for financial planning support.
5. ClickUp Asset Tracking Template
If your asset tracking is slipping through the cracks, this template fixes that fast. Designed for inventory, equipment, and digital assets, the ClickUp Asset Tracking Template helps you manage every stage, from purchase to retirement.
With automation-ready Fields and easy Views, you’ll stay organized and up-to-date without digging through old spreadsheets.
With this template, you can:
- Reflect various asset tracking stages, from new acquisition to disposal, with custom statuses
- Track compliance and budgeting needs using Custom Fields such as Audit Year and Total Asset Value
- Use the Table View for customized asset reports
- Assign and track Tasks related to populating the asset tracking template.
- Trigger workflows or notify stakeholders of updates automatically with built-in ClickUp Automations
- Manage asset-related work efficiently using time tracking and task assignment features
- Maintain audit-ready records to keep data consistent, especially during inventory evaluations
🔑 Ideal for: Logging and auditing assets with complete accuracy across their lifecycle.
6. ClickUp Finance Management Template
Budgets, expenses, planning—it’s all easier with the ClickUp Finance Management Template. Whether you’re handling business finances or personal accounts, it gives you one space to track, plan, and stay on top of every dollar.
Using this framework, you can set goals, manage team resources, and build healthier financial habits without drowning in disconnected tools.
With this template, you can:
- Monitor each financial task’s stage with 28 Custom Statuses, including To Do, Signed, In Progress, and Approved
- Organize budget categories, financial goals, and cash flow data using Custom Fields
- Assign ClickUp Goals to budgets or Tasks, and automatically track how close you are to hitting them
- Access real-time financial visibility through Custom Views, such as List and Calendar
- Link related financial tasks—such as approvals, budget reviews, and expense tracking—with ClickUp Dependencies, helping you manage financial processes in the correct order
🔑 Ideal for: Managing finances, budgets, and forecasts in a centralised workspace.
7. ClickUp Retirement Checklist Template
The ClickUp Retirement Checklist Template is a detailed planning resource for those preparing for a secure, stress-free retirement. It transforms the often overwhelming retirement process into a structured, manageable, goal-driven workflow.
From income forecasting and savings goals to healthcare planning and lifestyle adjustments, this template ensures every critical step is accounted for with clarity and precision. It’s designed to help you plan, act, and review your retirement readiness in one place.
With this template, you can:
- Calculate and categorize expected income, expenses, and savings needs using Custom Fields
- Outline goals and document your retirement plan directly within ClickUp Docs, keeping all your notes and resources organized
- Visualize timelines with Custom Views, including List, Calendar, Gantt, and Workload
- Set up Automations to trigger reminders, update Statuses, or notify you when Tasks are due or completed
- Schedule regular reviews of your retirement plan, budget, or investment performance with ClickUp Recurring Tasks
- Monitor both short- and long-term financial and lifestyle goals comprehensively
🔑 Ideal for: Planning for retirement with an organized and actionable checklist.
💡 Pro Tip: When using an investment portfolio template or spreadsheet for retirement planning, don’t just track your current assets—include future contributions and estimated returns.
This helps you visualize whether you’re on pace to meet your retirement goals and adjust your strategy early if needed.
8. ClickUp Personal Budget Template
Who wouldn’t want a no-fuss way to manage money? This template gives you exactly that. The ClickUp Personal Budget Template breaks down your spending, income, and savings into a macro view. Perfect for daily budgeting or long-term planning, it keeps you focused on your financial goals and helps build good spending habits.
With this template, you can:
- Categorize income, savings, necessities, discretionary spending, and debt payments with Custom Fields
- Monitor cash flow and stay within monthly or weekly budget targets using the pre-built layout
- Assess financial health at a glance with visual Dashboards and analytics
- Track tasks like bill payments, goal contributions, and savings milestones with Custom Statuses
- Adapt budgeting strategies based on your changing lifestyle or goals using editable workflows
- Organize due dates, get smart reminders, and schedule budget reviews automatically with the ClickUp AI Calendar to achieve your financial goals with less manual effort.
🔑 Ideal for: Building sustainable budgeting habits and managing personal finances.
9. Financial Portfolio Template by CFI
The Financial Portfolio Template by the Corporate Finance Institute (CFI) is a specialized Excel tool designed to help finance professionals and students analyze portfolio risk through beta calculations.
It’s particularly useful for those applying the Capital Asset Pricing Model (CAPM) to assess the volatility of individual securities or entire portfolios relative to the market.
This template simplifies the process of calculating beta coefficients, allowing users to input historical price data and obtain beta values that indicate the sensitivity of a security’s returns to market movements.
With this template, you can:
- Use a pre-built Excel framework for calculating beta coefficients with historical price data
- Apply the Capital Asset Pricing Model (CAPM) with ease
- Assess the volatility and systematic risk of individual securities
- Compare the risk profiles of different investments within a portfolio
- Utilize this tool for educational purposes and professional financial analysis
- Streamline risk assessment processes in portfolio management
🔑 Ideal for: Calculating and interpreting beta values to assess portfolio risk.
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10. Spreadsheet Investment Portfolio Tracker Template by Rows
This one’s built for modern investors who want updates in real time without typing in numbers all day. The Spreadsheet Investment Portfolio Tracker Template syncs with live data to track stocks, ETFs, and crypto effortlessly. With charts, clean visuals, and integration options, it’s ideal for anyone who wants a smarter, automated investment dashboard.
With this template, you can:
- Integrate real-time data to automatically update asset prices
- Analyze performance with profit & loss charts and asset allocation breakdowns
- Embed live charts and tables into external documents and platforms
- Track a wide range of assets, including stocks, ETFs, and cryptocurrencies
- Customize the setup to match your personal investment tracking preferences
🔑 Ideal for: Tracking and analyzing investments with a real-time, automated spreadsheet.
🧠 Fun fact: On average, the U.S. stock market rose 53.6% of trading days between 1951 and 2022, demonstrating a long-term upward trend that underscores the value of consistent investing and regular portfolio reviews.
11. Excel Investment Tracker Template by Vertex42
Looking for something straightforward and efficient to monitor your investment accounts? The Excel Investment Tracker Template tracks your investments and calculates your returns using XIRR—no advanced formulas required. You plug in your amounts and values, and it gives you a clear picture of how your portfolio’s performing over time.
With this template, you can:
- Compare market value or total returns on different investments
- Enjoy a user-friendly design suitable for both novice and experienced investors
- Customize the Excel budget template to fit your individual investment tracking needs
🔑 Ideal for: Monitoring investment performance using a simple, Excel-based tracker.
Summarize this article for me pleaseWhat Makes a Good Investment Portfolio Template?
If you’ve read this far, you might be wondering what the best investment portfolio template is for you?
An effective investment portfolio template is a comprehensive tool for individual investors, financial advisors, and professionals who want to manage their portfolios efficiently.
Key features that distinguish a high-quality template include:
- Track all your assets in one place: Log everything from stocks and bonds to mutual funds and real estate, including purchase price, current value, and acquisition date
Keep it simple and clean: Choose a layout that’s easy to navigate and customize—no complex formulas or design clutter getting in your way
Align with your investment goals: Whether you’re focused on long-term growth, quick returns, or diversification, the template should flex with your strategy
Use consistent data inputs: Stick to standardized fields like transaction date, asset type, and market value to make tracking and reporting seamless
Focus on what matters most: Instead of drowning in numbers, pick a template that helps you spot trends, flag weak performers, and optimize your portfolio’s performance
Summarize this article for me pleaseTake Control of Your Finances and Investments with ClickUp!
Managing your finances doesn’t have to feel complicated. From budgeting daily expenses to planning for retirement or growing your investment portfolio, clarity comes from having the right system in place.
ClickUp gives you that system—combining powerful automation, real-time tracking, and customizable templates to streamline every aspect of your financial life. You can visualize spending, track portfolio performance, set long-term goals, and keep everything organized in one place.
Sign up for ClickUp today and turn your financial goals into reality!
Everything you need to stay organized and get work done.
