What's included in this download
Instant digital download, reusable source files, and setup guide are included with your Pro subscription.
Excel / Google Sheets file
Pre-built formulas, charts & dashboards
PDF Guide (print-ready)
Step-by-step instructions & methodology
Notion dashboard
Duplicate-ready linked database workspace
Auto-calculating tabs
Budget, savings goals & summary totals
Dashboard views
Income, spending & savings charts
Net Worth & Investment Tracker Spreadsheet
The premium Google Sheets and Excel wealth tracker with automatic net worth calculation, investment portfolio tracking, savings rate dashboard, and retirement countdown. Google Finance integration inc
The spreadsheet that financial advisors charge $500/hour to build. This Wealth OS gives you a real-time dashboard for your entire financial life: enter your brokerage balances once and the GOOGLEFINANCE formula auto-updates every stock price every day. The net worth sheet calculates assets minus liabilities automatically — with a 12-month trend chart that makes your progress visible. The investment allocations page shows your exact exposure to equities, bonds, cash, and real estate as percentages, flagging any target-allocation drift. The retirement calculator pulls from your actual savings and projects your retirement date in real time. Includes an emergency fund calculator, debt payoff tracker with interest cost display, and a one-page 'financial independence score' that shows exactly where you stand.
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Everything you get inside
No guessing. Here's exactly what's in the download — every file, every tab, every feature.
Files included
- Excel / Google Sheets file
- PDF Guide (print-ready)
- Notion dashboard
- Auto-calculating tabs
Key features
- Pre-built formulas & automation
- Mobile & desktop compatible
- Beginner-friendly setup guide
- Customisable colours & fonts
License & access
- Personal use — unlimited
- Commercial use — client projects
- Re-download while subscribed
- Free updates included
Net Worth & Investment Tracker Spreadsheet
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