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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