Free Template
ROI Excel Template
A professional Excel structure to track and calculate the performance of your individual investments.
Template Content
Investment Performance Tracker ================================= Structure (Columns A to H): [A] Date | [B] Investment Name | [C] Initial Cost | [D] Current Value | [E] Dividends/Income | [F] Expenses | [G] Total Gain/Loss | [H] ROI (%) Example Row: 2024-01-15 | Commonwealth Bank (CBA) | $10,000.00 | $11,200.00 | $450.00 | $20.00 | $1,630.00 | 16.30% Excel Formulas (Apply to Row 4): ------------------------------- [G4] Total Gain/Loss: =D4 + E4 - C4 - F4 [H4] ROI (%): =(G4 / C4) Instructions for Setup: 1. Open Excel or Google Sheets. 2. Create the headers in Row 1 (A1:H1). 3. Format Columns C, D, E, F, G as 'Currency'. 4. Format Column H as 'Percentage' with 2 decimal places. 5. Input your initial data and drag the formulas down for all rows.
How to Use This Template
- 1
Copy the structure and headers into a new Excel or Google Sheets spreadsheet.
- 2
Enter each investment as a new row with its initial purchase price.
- 3
Input the current market value and any dividends or interest received.
- 4
Apply the provided formulas to the Total Gain/Loss and ROI columns.
- 5
Update the 'Current Value' monthly to track performance over time.
Pro Tips
Include brokerage fees in the 'Expenses' column for an accurate Net ROI.
Use 'Yield on Cost' calculations by dividing total annual dividends by the initial cost.
Conditional Formatting: Set Column H to turn green for positive ROI and red for negative.
Ivy Sinclair-Wren
Financial Chaos Analyst
Ivy Sinclair-Wren is a Financial Chaos Analyst covering investing, AI, wealth psychology, and the emotional consequences of opening finance apps during market crashes. Based in Melbourne, she specializes in demystifying the Australian tax code and helping users navigate the intersection of spreadsheet logic and human irrationality.