If you want to track your investments and stay on top stocks in a watchlist, I’ve created a template which will make that easy to do. My 2025 Stock Trading Template is a free template in Google Sheets that you can use for that purpose. It will give you a place to enter trades, populate a watchlist, and visually see how your investments are doing on a dashboard. Below, I’ll go over how the template works and how you can access it.
Entering in stock trades on the template
The template contains an Activity tab where you can enter any buy and sell transactions. You can also specify cash-only transactions if you make a deposit or withdrawal. It’s also possible to enter both a trade and a cash transaction on the same line.
In the screenshot below, you’ll see a cash-only transaction on the first row, and the one below has a stock purchase along with cash deposit amount. Any withdrawals should be entered as negative values in column D. This is for the purpose of tracking both the value of your investments and cash in your portfolio.
You’ll want to reconcile your cash balance in the last column to ensure that it is properly accounted for. The current value of your holdings will pull into Google Sheets using the most recent stock prices; there’s no need to update the current price.
The only columns you need to populate in this table are A:G. The others will calculate automatically.
Keeping track of a watchlist
If you want to also track certain stocks, you can do so using the Watchlist tab. Simply enter the ticker symbol in column A and the value in column B will populate, which shows the stock’s percent change for the most recent trading day.
You only need to enter data in column A. The rest of the values will populate on their own and display on the summary tab.
View your holdings and watchlist on the summary tab
Once you’ve entered your holdings and the stocks you want to track, you can head over to the Summary tab which will summarize your financial position. Here you’ll see the current value of your investments, your gains and losses, and your return over the trailing 12 months (TTM) as well as how stocks have been performing in individual months.
Below the headers, in row 4, you’ll also see your watchlist, sorted in order of highest to lowest returns for that day. It will cut off after 300 characters so you may not see all of them on there if you have a large watchlist.
Download the template
You can access the Google Sheets template in the link below, which will prompt you to make a copy of it. I have entered some sample data for you to see how it works, and you can overwrite it with your own entries.
If you have any feedback, comments, or suggestions for improvement on the template, please feel free to contact me and let me know.
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