Sheet template
Investment Tracker
Every account and holding, totalled.
- Retirement accounts
- Brokerage balances
- Crypto
- What you put in vs what it's worth
Three free sheets. No card needed.
Investment Tracker
401(k)$48,000.00/ $39,000.00
Roth IRA$16,400.00/ $14,000.00
Brokerage$9,200.00/ $8,000.00
Crypto$2,100.00/ $2,600.00
Total invested value$75,700.00
No formulas
What Verdi works out for you
You type the numbers that matter. Verdi keeps every total, difference and percentage correct as things change.
Total portfolio value
Total contributed
The gain or loss between the two
Who it's for
Investors who want a plain total instead of five apps.
A real example
$75,700 across four accounts against $63,600 contributed — a $12,100 gain, no formula required.
Better than a spreadsheet
You update it when you feel like it and the total is always right.
- Nothing to set up — the sheet arrives finished
- Totals can't break, because there are no formulas
- Works the same on your phone and your laptop
- Your numbers are private and encrypted
Questions
Investment Tracker FAQ
FAQ
Questions, answered
Every account and holding, totalled. It's a sheet: a simple list of lines and numbers where Verdi does every calculation for you.
Start your Investment Tracker sheet
Create a free Verdi account and your sheet is ready in seconds — already structured, already calculating.
No credit card required.