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REDDIT

(Excel)Template to Keep Track of your investments

C
Mar 24, 2025 · 21:15

I am starting to keep track of my investment. However, I figured out I have not the best person when it comes to excel. Do anyone have any good templates to share, that can take care of the following investments:

1. Stocks
2. Options
3. Real estate investments
4. Crypto
5. HISA (high interest account savings, like GICs, or high interest account)
6. Different account types (TFSA, RRSP) implications (these are tax free accounts in Canada)
7. Gold or Silver or other tangible assets

And please add anything to the list that I might missed, and it is a good idea to look at for investment.