Investment Dashboard
A return that accounts for when your money went in and out.
Many investment trackers show a simplified percentage. This one calculates Real XIRR, a return that accounts for the actual timing and size of your cash flows, and it separates realized gains from unrealized gains.
An optional Transactions tab works as a more advanced engine for tracking individual buys and sells. You do not need it for the dashboard view. The workbook has 11 tabs.
- Real XIRRA return that accounts for the timing of your cash flows.
Summary, Transactions - Realized and unrealized gainsKept apart, so you can see what is locked in and what is still on paper.
Summary - TransactionsAn optional advanced engine for individual buys and sells.
Transactions - Holdings by typeOne tab for each kind of holding.
Stocks, Crypto, Retirement, RealEstate - Wealth history and daily pulseFollow your holdings over time.
WealthHistory, DailyPulse
- Before release, the English version passed its 18-test automated suite.
- Like every FinanzaX template, it went through an automated test suite, a measured WCAG AA contrast audit, and a render and PDF verification.
What do I receive?
A link to make your own editable copy of the Google Sheets template, delivered instantly after purchase on Gumroad.
What do I need to use it?
A free Google account and Google Sheets. There is nothing to install.
Is it available in Spanish?
Yes. The Spanish version is Dashboard de Inversiones, a separate product with its own page.
What is XIRR, and why does it matter?
XIRR is a return calculation that accounts for the actual dates and amounts of your cash flows instead of assuming a flat rate. This template calculates it from the transactions you enter.
Is this financial advice?
No. FinanzaX products are educational tools. They do not provide financial, investment, tax, legal, accounting, or any other professional advice, and using one does not substitute for advice from a licensed professional who knows your particular situation.
This FinanzaX template is an educational digital tool that helps you organize and track your own financial information. It does not provide personal financial, investment, tax, legal, or accounting advice. All figures shown are estimates based on the information you enter, not guarantees of any outcome. FinanzaX and its creator are not responsible for any financial loss, damage, or decision resulting from the use of this product, to the maximum extent permitted by applicable law. As a digital product delivered instantly upon purchase, refunds are subject to applicable law and the refund policy of the platform (Gumroad) where you purchased it. By purchasing, you acknowledge that you have reviewed this disclaimer and the Terms of Use included in the product.