Group Investing Tracker


Group Investing Tracker Spreadsheet

 

The main purpose of this spreadsheet is to allow for an easier process of managing group investing/investment clubs. Depending on investment goals and levels of experience, group investing can be a very helpful option for individual investors. By pooling money together, investors can take advantage of certain types of investments with restrictions on investment amounts (i.e., initial investment amounts on mutual funds, bonds, CDs, etc.). Investing in groups can also be beneficial by distributing the investment research needed by any one investor. All you need to do below is enter the current value of the total investment and the name and amount invested by each person. Everything regarding portfolio distribution and both individual and total loss will be calculated for you. Further down the sheet there is also a pie chart showing the distribution of the portfolio among all individual investors.

 

Note: this spreadsheet is fully functional in any version of Excel since Excel 2007.

 

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Click on the image below to a view some screenshots of the spreadsheet.

Individual Names
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