For more seasoned investors, we like the idea of tracking our stocks, bonds or other assets and managing our investment portfolio. This can come in the form of profit and loss tracking, dividend income tracking/forecast, as well as comparing our portfolio against an index or other benchmarks.

With portfolio tracking spreadsheets and platforms, we can have a realtime understanding of our portfolio performance, track dividend and corporate actions, and more. Such insights can give us a powerful understanding about our investment strategy and refine them if necessary.

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Portfolio tracking and history

I first explored tracking my investment portfolio a couple of years ago during national service, and InvestmentMoats has a really good and free Google Sheets-based investment tracker that helps investors track their assets by transactions, realised and unrealised returns as