Dollar-Cost Averaging Investment Tracker – Excel Template


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Description

Log regular fixed-amount investments into a fund, stock or gold, track units bought, your average cost and the current value and gain of the position.

  • Automatic summary: Total invested, Units held, Average cost per unit, Gain / loss %
  • Calculated for you: Units bought, Total units, Total invested to date, Average cost, Value at that price
  • Built-in chart that updates as you type
  • Example rows and a step-by-step "How to Use" sheet

Instant download (.xlsx). Works in Excel 2010+, Excel online, Google Sheets, Numbers and LibreOffice. Works with any currency.

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