Google Sheets Tracker for Investment Portfolio with Inflation-Adjusted, Real Returns

by | Nov 22, 2023 | Invest During Inflation | 5 comments

Google Sheets Tracker for Investment Portfolio with Inflation-Adjusted, Real Returns




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Inflation Adjusted, Real Return Investment Portfolio Tracker on Google Sheets

Investing in the stock market, bonds, and other assets can be a great way to grow your wealth over time. However, it’s important to track the performance of your investment portfolio to ensure that you are achieving real returns after adjusting for inflation. One way to do this is by using a Google Sheets portfolio tracker that calculates inflation-adjusted, real returns.

A Google Sheets portfolio tracker allows you to input the value of each of your investments, as well as any contributions or withdrawals you make over time. It then automatically calculates the total value of your portfolio and your returns. However, to get a true sense of how your investments are performing, it’s essential to adjust these returns for inflation.

Inflation can erode the purchasing power of your investment returns over time. For example, if your portfolio earns a 5% return in a year but inflation is at 3%, your real, inflation-adjusted return would only be 2%. This is why tracking your real returns is crucial for assessing your investment performance accurately.

The great thing about using a Google Sheets portfolio tracker is that you can add custom formulas and functions to calculate your real returns. By incorporating the current inflation rate into your calculations, you can see the actual purchasing power of your investment gains or losses.

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To use a real return investment portfolio tracker on Google Sheets, you can start by importing current inflation data from reliable sources such as the Bureau of Labor Statistics or World Bank. Then, you can use this data to create a formula that adjusts your investment returns for inflation. This formula can be applied to each investment in your portfolio to calculate the real, inflation-adjusted returns.

Additionally, a Google Sheets portfolio tracker can also help you visualize your investment performance using charts and graphs. You can track the progress of your portfolio over time and compare it to various benchmarks and inflation rates. This can help you make informed decisions about rebalancing your portfolio or making new investment choices.

Overall, using a Google Sheets portfolio tracker to calculate inflation-adjusted, real returns can provide valuable insights into the true performance of your investments. It allows you to monitor the purchasing power of your investment gains and make informed decisions about your financial future. With easy access to up-to-date inflation data and personalized calculations, you can have a complete understanding of your investment portfolio’s performance.

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5 Comments

  1. Erik Sõlg

    Thank you a lot, Walter. I was looking for this and your sheets and formula is perfect for the purpose.

  2. conor duffy

    Great video Walter, I have a query regarding the taxation of US based REITS. As a REIT Is an individual company how would they be taxed , I can’t seem to find clarification on revenue?

  3. Luke Mulligan

    Hey man I have a question on tax returns, this year I have gotten the message when I request my statement of liability stating "You cannot proceed as you (and/or your spouse or civil partner, if applicable) were registered for Income Tax during the year." Any idea what to do in this case?

  4. James Mc Gauran

    Great video. You know with the fx impact, hypetically of your stock went to zero and your fx impact was negative could you end up oweing money to the brokerage?

  5. Jim Djouce

    Thanks for this Walter. An important topic now which I'm sure a lot of us and ignored. Can you have a look at the link to download the file – it is not working for me.

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