Free Template

Investment portfolio tracker for Google Sheets — free.

A complete investment portfolio tracker in Google Sheets. Holdings by asset, cost basis, unrealised gain/loss, asset allocation, and portfolio value over time. Download free or connect your brokerage accounts for automatic live tracking.

Free template (manual)

Update holdings and prices manually
Cost basis calculations done by hand
Portfolio separate from net worth view

Finsemble

Holdings synced at current market prices
Cost basis calculated from transaction history
Portfolio and banking in one unified view (Pro)

Your spreadsheet lives in your Google Drive, where you control it.

Download free template

No email required. Just a Google account to copy the sheet.

Or get the live version — connects to your bank automatically:

Free during beta. No credit card required.

A portfolio tracker that requires manual updates is always out of date.

✗ Investment prices change every day. A spreadsheet you update weekly is always showing you last week's portfolio, not today's. For significant portfolios, the difference can be substantial.
✗ Cost basis tracking requires knowing the purchase price of every lot across years of transactions. Manual calculation is error-prone and takes significant time.
✗ Most investors track their portfolio separately from their banking and cash flow. The complete net worth picture — cash plus investments minus liabilities — requires combining two separate systems.

Your complete portfolio. Current prices. Alongside your banking.

The template provides a structured framework for tracking your holdings, cost basis, gain/loss, and allocation. Finsemble Pro connects to your brokerage via Plaid and syncs everything automatically — current prices, transaction history, and cost basis calculated from actual purchases.

Finsemble Holdings tab showing investment portfolio with live prices, cost basis and gain/loss

Finsemble Dashboard showing net worth including investment assets at current prices

Finsemble Balance History showing investment account value trend over time

Investment portfolios can move 1-5% in a single day. Finsemble Pro syncs your holdings at current market prices on every sync — so your net worth calculation is always accurate.

How Finsemble works

Download the free template

Get the investment portfolio tracker in your Google Drive. Enter your holdings, purchase prices, and current values manually for a structured portfolio view.

Connect your brokerage accounts for live data (optional, Pro)

Link your brokerage, IRA, and 401k accounts via Plaid. Finsemble syncs your holdings, cost basis from transaction history, and current prices automatically.

Your portfolio and banking in one view

With Finsemble Pro, your investment portfolio sits alongside your banking and cash flow in one Google Sheet. Complete net worth picture, updated daily.

Your data stays yours.

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Read-only access

Finsemble can never move money or modify your accounts. Read-only transaction data only.

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The same bank connection layer used by Venmo, Coinbase, and 8,000+ financial apps.

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Your Drive, your data

Your sheet lives in your Google Drive permanently. Cancel anytime and every row stays yours forever.

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No credentials stored

Your bank login credentials are never stored by Finsemble. Plaid handles authentication only.

Your portfolio moves every day. Your tracker should too.

Download the free template for structured manual tracking. Connect your brokerage accounts when you want live prices and automatic cost basis calculation.

11-day full Pro trial No credit card required Your sheet stays in your Drive forever

Frequently asked questions

Is the template really free?

Yes. Download and use it manually forever — no email, no account, no credit card required.

Which brokerage accounts does Finsemble support?

Finsemble supports brokerage accounts, IRA accounts (traditional and Roth), and 401k accounts that are accessible via Plaid. Most major brokerages are supported.

Does the live version calculate cost basis automatically?

Yes. Finsemble Pro syncs your investment transaction history — every buy, sell, and dividend — so cost basis is calculated from your actual purchase prices, not entered manually.

Is investment tracking available on all plans?

Investment tracking (Holdings and Inv. Transactions tabs) requires Finsemble Pro at $19/month or $190/year.

What does Finsemble cost?

Plans start at $4/month. Investment tracking requires Pro at $19/month. All paid plans include an 11-day full Pro trial — no credit card required.

Track your portfolio with live prices — not last week's estimates.

Download the free investment portfolio tracker or connect your brokerage accounts for automatic live tracking with cost basis and gain/loss calculated from real transaction data.

Free during beta. No credit card required. See pricing →