This template keeps a record of your investment funds. The Holdings tab lists each fund with its asset class, the units you own, what you paid and today's price, and works out the value, gain or loss and return.

The Contributions tab logs the payments you make into each fund. The Dashboard shows the money invested, the value now and the overall return, with a pie chart of how the portfolio is spread across shares, bonds, property and cash.

It comes with sample data. Make a copy, then replace the sample funds and prices with your own. Formulas and charts update on their own, and the template does not give investment advice.