SIP Investment Excel Tracker Guide
Track Your Investments, Returns & Profit Like a Pro
Why Most SIP Investors Fail
Many people invest monthly but don’t track results. Without tracking, you never know if you are actually making money.
Excel SIP Tracker Benefits
- Total investment tracking
- Portfolio value visibility
- Profit/Loss calculation
- Better decision making
Step-by-Step Setup
Monthly Allocation
- Gold ETF – ₹150
- Silver ETF – ₹150
- Flexi Cap – ₹250
- Nifty Next 50 – ₹250
- Mid Cap – ₹500
- Small Cap – ₹700
Diversification
Spread investments across assets to reduce risk.
Total Formula
=SUM(A2:F2)
Portfolio Value
=Total * 1.1
Profit/Loss
=Portfolio - Invested
Why This Works
This Excel system turns data into decisions and helps you grow your wealth intelligently.
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