Fund & Benchmark Analysis Google Sheets Template | Investment Analytics | Performance Tracking | Compare Funds with Custom Benchmarks

📈 Google Sheets Fund Performance Tracker – Track & Analyze Your Investments with Ease

Take control of your investments with our Fund Performance Tracker in Google Sheets. This professionally designed template makes it simple to monitor, analyze, and optimize your portfolio’s performance—all without expensive software or complicated tools.

🔑 Why Choose This Fund Performance Tracker?

• Daily Performance Tracking – Record and evaluate your fund’s daily results to stay updated on short-term movements.

• Custom Benchmark Comparison – Measure your portfolio against a benchmark of your choice, whether it’s a currency, stock, index, or mutual fund.

• Comprehensive Analytics – Automatically calculate Cumulative Interest, Benchmark Changes, Daily & Yearly Fund Rates, and Total Earnings.

• Data Visualization – Get clean, professional charts and insights that make it easy to interpret fund growth and fluctuations.

• Time-Saving Automation – Enter your fund data, and the template generates analytics instantly—no coding or extra setup required.

🎯 Who Is This Template For?

• Individual Investors looking for a structured way to monitor portfolio performance

• Financial Analysts who need quick insights without relying on costly software

• Portfolio Managers aiming to track multiple funds and compare them against market benchmarks

• Beginners in Investing who want a clear, easy-to-use tool to understand fund behavior

📂 What’s Included?

• Google Sheets Fund Performance Tracker (ready-to-use template)

• Sample data for demonstration and easy setup

• Professional dashboard with charts & reports

• Benchmark comparison functionality

• Daily, monthly, and yearly tracking

• Compatible with Google Sheets (works on any device)

• Instant digital download

• Friendly customer support

🖥️ Product Specifications

• File Type: Google Sheets (online access, no installation required)

• Compatibility: Works on all devices (Windows, Mac, mobile, tablet)

• Access: Instant download, ready to use

• License: Private Use (not for distribution or resale)

🚀 Why This Tracker Is a Must-Have

Managing investments can be overwhelming, but with our  Tracker, you get a clear, structured, and actionable overview of your portfolio. From benchmarking against markets to monitoring long-term growth, this template gives you the confidence to make smarter investment decisions.

✅ Start tracking your investments today with this powerful yet user-friendly Google Sheets Fund Performance Tracker and take the guesswork out of portfolio management!