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Example of Investment Record

Investment Record Template

Asset Description Date Purchased Units Price per Unit Fees Total Cost % of total invested Current Quote Current Price % of total invested Net Gains or (Losses) % of Gains or (Losses)
    2 $100.00 $10.00 $210.00 7.09% $86.00 $162.00 5.56% (-$48.00) (-22.86%)
    1 $1,000.00 $250.00 $1,250.00 42.23% $1,700.00 $1,450.00 49.79% $200.00 16.00%
    1 $1,300.00 $200.00 $1,500.00 50.68% $1,500.00 $1,300.00 44.64% (-$200.00) (-13.33%)
      TOTALS $2,960.00 100.00%   $2,912.00 100.00% (-$48.00) (-1.62%)

Notes on Investment Record Template Example

Use this Investment Record Template to monitor and record your investments and their gains and losses.
Fill in all the information in the white columns, the data in the light blue columns will be filled in as the information is recorded.

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Download Excel Version of Investment Record Example
Download Example Investment Record Excel Template