Investment Spreadsheet Template

About the Investment Spreadsheet Template
Uncover investment trends using this investment portfolio template. Analyze deals, portfolio companies, and investors effortlessly. Track investments over time and by category for valuable insights. Explore our comprehensive guide on importing and analyzing your own investment data to level up your analysis.
- Easily generate summary tables (pivot tables).
- Dynamic charts update based on your selection.
- Explore investments with intuitive filtering.
Categories

Click through to the full template to view an overview data table, breakdowns by category and year, company details, and investor details.
Grist is spreadsheet software designed to end data chaos, so it is fully customizable to your investment data needs.
Get started today with a free account to start experiencing the power of a relational spreadsheet-database.