Get Stock Investment Tracker

The Stock Investment Tracker is a valuable tool designed to help users manage and analyze their stock investments effectively. This guide provides step-by-step instructions on completing the form online, ensuring a seamless experience for all users, regardless of their prior knowledge in investment management.

Follow the steps to accurately complete your Stock Investment Tracker

1. Click the ‘Get Form’ button to access the Stock Investment Tracker, allowing you to begin filling it out in your preferred online format.
2. In the section labeled 'Total cost of accounts', input the total amount you have invested across all accounts.
3. In the 'Value of accounts' field, enter the current market value of your investments.
4. Calculate the 'Difference $' by subtracting the total cost from the value of accounts. Enter this figure in the designated space.
5. You will also need to enter the 'Investment Name', which is the name of the specific stock or asset you are tracking.
6. Next, provide the 'Account Name or Number', indicating where the investment is held.
7. Fill in the 'Symbol' field, which is the ticker symbol for the investment.
8. Indicate the 'Quantity' of shares you hold for that investment.
9. Enter the 'Purchase Price Per Share', which is the price you initially paid for each share.
10. Specify any 'Trade Fees' that were incurred during the purchase process.
11. The 'Total Cost (Purchase Price + Fees)' will be automatically calculated based on your inputs.
12. In the 'Current Quote' section, input the current price per share of the stock.
13. Calculate the 'Market Value' by multiplying the current quote by the quantity of shares and enter this total.
14. Determine your 'Gain/Loss ($)' by subtracting the total cost from the market value, and input the result.
15. Finally, calculate the 'Gain/Loss (%)' by dividing the gain/loss in dollars by the total cost of the investment, then enter this percentage.
16. Once all fields are completed, you can choose to save changes, download a copy of your Tracker, print it for your records, or share it with others.

Start filling out your Stock Investment Tracker online today to keep your investments organized and up to date.