{"id":726,"date":"2026-09-30T18:55:36","date_gmt":"2026-09-30T18:55:36","guid":{"rendered":"https:\/\/avexai.io\/blog\/?page_id=726"},"modified":"2026-10-13T14:33:09","modified_gmt":"2026-10-13T14:33:09","slug":"portfolio-tracker-spreadsheet-uk","status":"publish","type":"page","link":"https:\/\/avexai.io\/blog\/portfolio-tracker-spreadsheet-uk\/","title":{"rendered":"Free UK Portfolio Tracker Template (Google Sheets)"},"content":{"rendered":"\n<div class=\"wp-block-group avex-bc is-layout-constrained wp-block-group-is-layout-constrained\"><span><span><a href=\"https:\/\/avexai.io\/\">Home<\/a><\/span> \u2192 <span class=\"breadcrumb_last\" aria-current=\"page\">Blog<\/span><\/span>\n<\/div>\n\n\n\n<style>\nbody.page-id-726 main{max-width:800px;margin-left:auto;margin-right:auto;padding:0 24px;box-sizing:border-box}\n.avex-qa-tpl5{background:#fffbf7;border:1px solid #fed7aa;border-left:4px solid #f97316;border-radius:12px;padding:22px 26px;margin:28px 0}\n.avex-qa-tpl5 .lbl{font-size:12px;font-weight:700;letter-spacing:.09em;text-transform:uppercase;color:#ea580c;margin:0 0 8px}\n.avex-qa-tpl5 p{margin:0}\n.avex-dl-tpl5{background:linear-gradient(135deg,#fff4e6 0%,#ffe9d1 55%,#fffdfa 100%);border:1px solid #fed7aa;border-radius:16px;padding:32px 28px;margin:34px 0;text-align:center}\n.avex-dl-tpl5 .t{font-size:21px;font-weight:800;color:#0a2540;margin:0 0 6px;line-height:1.25}\n.avex-dl-tpl5 .s{font-size:14.5px;color:#555;margin:0 0 20px}\n.avex-dl-tpl5 a.btn-tpl5{display:inline-block;background:#ea580c;color:#ffffff!important;-webkit-text-fill-color:#ffffff;font-weight:600;font-size:16px;padding:14px 30px;border-radius:9px;text-decoration:none;box-shadow:0 6px 18px rgba(234,88,12,.28)}\n.avex-dl-tpl5 a.btn-tpl5:hover{background:#c2410c}\n.avex-dl-tpl5 .fine{font-size:12.5px;color:#888;margin:14px 0 0}\n.avex-dl-tpl5 .fine a{color:#ea580c;font-weight:600;text-decoration:none}\n.avex-about-tpl5{background:#fafafa;border:1px solid #ececec;border-radius:10px;padding:18px 24px;margin:30px 0;font-size:14px;color:#444}\n.avex-about-tpl5 h3{font-size:12px;font-weight:700;letter-spacing:.08em;text-transform:uppercase;color:#777;margin:0 0 10px}\n.avex-about-tpl5 ol{margin:0;padding-left:18px}\n.avex-about-tpl5 li{margin-bottom:6px}\ntable.avex-tbl5{width:100%;border-collapse:collapse;margin:16px 0 22px;font-size:14.5px}\ntable.avex-tbl5 th{background:#fff4e6;color:#0a2540;text-align:left;padding:9px 12px;border:1px solid #fed7aa;font-size:12.5px;text-transform:uppercase;letter-spacing:.04em}\ntable.avex-tbl5 td{padding:9px 12px;border:1px solid #f3e3cc;vertical-align:top}\n<\/style>\n\n<div class=\"avex-qa-tpl5\">\n  <div class=\"lbl\">Quick answer<\/div>\n  <p><strong>A UK portfolio spreadsheet fails on three specifics: pence, wrappers and dollars.<\/strong> This free Google Sheets template handles all three \u2014 live prices via GOOGLEFINANCE with the GBX pence trap converted per holding, separate ISA\/SIPP\/GIA tabs so the tax boundary stays visible, USD holdings converted at a live FX rate \u2014 plus a dashboard with allocation and a concentration check. No email required.<\/p>\n<\/div>\n\n<h2>Why UK templates break \u2014 and what this one does differently<\/h2>\n\n<p><strong>Most portfolio templates are American, and it shows the moment you add a London-listed share.<\/strong> UK stocks quote in <em>pence<\/em> (GBX): paste the price in raw and your \u00a32,000 position reads as \u00a3200,000. Add a US holding and you&#8217;ve mixed dollars into pound totals. And no generic template knows that an ISA, a SIPP and a general account are different tax universes that shouldn&#8217;t blend into one number. This template was built from those three failures backwards.<\/p>\n\n<table class=\"avex-tbl5\">\n  <tbody><tr><th>UK-specific problem<\/th><th>What generic templates do<\/th><th>What this one does<\/th><\/tr>\n  <tr><td><strong>GBX pence quotes<\/strong><\/td><td>Read 4,512 GBX as \u00a34,512<\/td><td>Per-holding quote-currency column converts GBX\u2192GBP automatically<\/td><\/tr>\n  <tr><td><strong>USD holdings<\/strong><\/td><td>Mix currencies silently<\/td><td>Live USD\/GBP rate cell converts every dollar position into pounds<\/td><\/tr>\n  <tr><td><strong>Wrappers<\/strong><\/td><td>One undifferentiated list<\/td><td>ISA \/ SIPP \/ GIA structure \u2014 totals per wrapper and combined, tax boundary visible<\/td><\/tr>\n  <tr><td><strong>Concentration<\/strong><\/td><td>Nothing<\/td><td>Dashboard flags your largest position and top-3 weight<\/td><\/tr>\n<\/tbody><\/table>\n\n<div class=\"avex-dl-tpl5\">\n  <p class=\"t\">UK Portfolio Tracker Template<\/p>\n  <p class=\"s\">Google Sheets \u00b7 5 tabs: Holdings \u00b7 Dashboard \u00b7 Transactions \u00b7 per-wrapper views \u00b7 live prices via GOOGLEFINANCE<\/p>\n  <a class=\"btn-tpl5\" href=\"https:\/\/docs.google.com\/spreadsheets\/d\/1PBlN_7OCCzbUTiA7ZSdjKprfLnum6hMN8lMAMWLs7ak\/copy\">Get the template (free, Google Sheets) \u2192<\/a>\n  <p class=\"fine\">Makes your own private copy \u00b7 no email, no signup \u00b7 prefer Excel? <a href=\"https:\/\/avexai.io\/blog\/wp-content\/uploads\/2026\/09\/Avex-Template-M5-UK-Portfolio-Tracker.xlsx\" download=\"\">Download the .xlsx<\/a> (live prices are Sheets-only)<\/p>\n<\/div>\n\n<h2>What\u2019s inside<\/h2>\n\n<ul>\n  <li><strong>Holdings with live prices<\/strong> \u2014 GOOGLEFINANCE per row, with a quote-currency column (GBP \/ GBX \/ USD) so pence and dollars both land in pounds correctly.<\/li>\n  <li><strong>A dashboard that answers the risk questions<\/strong> \u2014 allocation by wrapper and by holding, largest-position and top-3 concentration checks, total in pounds.<\/li>\n  <li><strong>A transactions ledger<\/strong> \u2014 buys, sells and dividends logged once, feeding the holdings maths; the evidence-trail habit that makes tax season a lookup, not a reconstruction.<\/li>\n<\/ul>\n\n<h2>How it fits your workflow<\/h2>\n\n<p><strong>The spreadsheet is the middle of a system, not the whole system.<\/strong> The data comes from your broker exports \u2014 exact clicks per platform in our <a href=\"\/blog\/broker-csv-export-cheat-sheet\/\">UK broker export cheat-sheet<\/a>. The cadence comes from our free <a href=\"\/blog\/portfolio-review-checklist\/\">monthly review checklist<\/a> (20 minutes, once a month). And the tax questions the sheet deliberately doesn&#8217;t compute have their own tools: the <a href=\"\/tools\/cgt-calculator\">CGT calculator<\/a> for disposals with HMRC&#8217;s matching rules, and the <a href=\"\/blog\/isa-vs-gia-calculator\/\">ISA vs GIA calculator<\/a> for what the wrapper itself is worth. The full architecture lives in our guide to <a href=\"\/blog\/how-to-track-investment-portfolio\/\">tracking your investment portfolio<\/a>.<\/p>\n\n<div class=\"avex-about-tpl5\">\n  <h3>About this resource<\/h3>\n  <ol>\n    <li>Live prices require Google Sheets (GOOGLEFINANCE); after copying, prices populate within seconds. The Excel version carries the same structure with manual prices.<\/li>\n    <li>GOOGLEFINANCE data is delayed and provided by Google \u2014 treat it as tracking context, not dealing prices. The template records and computes structure; it does not calculate tax (see the CGT calculator) and does not constitute investment advice. Capital at risk.<\/li>\n  <\/ol>\n<\/div>\n\n\n\n<div class=\"schema-faq wp-block-yoast-faq-block\"><div class=\"schema-faq-section\" id=\"faq-question-1790794276232\"><strong class=\"schema-faq-question\">Why do prices break in other portfolio templates?<\/strong> <p class=\"schema-faq-answer\">Usually the GBX pence trap: London-listed shares quote in pence, so a raw GOOGLEFINANCE price overstates a UK position 100\u00d7. This template carries a quote-currency column per holding and converts GBX\u2192GBP (and USD\u2192GBP at a live rate) before anything is totalled.<br><\/p> <\/div> <div class=\"schema-faq-section\" id=\"faq-question-1790794298920\"><strong class=\"schema-faq-question\">Does the template calculate my capital gains tax?<\/strong> <p class=\"schema-faq-answer\">No \u2014 by design. It records transactions and tracks positions; CGT needs HMRC&#8217;s matching rules (same-day, 30-day, Section 104), which is a job for our free CGT calculator. The ledger here is exactly the input that calculation needs.<br><\/p> <\/div> <div class=\"schema-faq-section\" id=\"faq-question-1790794318175\"><strong class=\"schema-faq-question\">Does it work in Excel?<\/strong> <p class=\"schema-faq-answer\">The structure does \u2014 tabs, ledger, dashboard and formulas. Live prices don&#8217;t: GOOGLEFINANCE is a Google Sheets function, so the Excel version needs prices entered manually. The recommended path is the Sheets copy.<br><\/p> <\/div> <div class=\"schema-faq-section\" id=\"faq-question-1790794332053\"><strong class=\"schema-faq-question\">Can I track ISA, SIPP and GIA in one file?<\/strong> <p class=\"schema-faq-answer\">Yes \u2014 that&#8217;s the point. The template keeps wrappers as separate views feeding one dashboard, so you see the combined picture without losing the tax boundary that matters in April.<br><\/p> <\/div> <div class=\"schema-faq-section\" id=\"faq-question-1790794352631\"><strong class=\"schema-faq-question\">Is it really free?<\/strong> <p class=\"schema-faq-answer\">Yes \u2014 the button makes your own private Google Sheets copy (or grab the Excel file). No email, no sign-up, nothing shared back with us.<\/p> <\/div> <\/div>\n\n\n\n<div style=\"background:radial-gradient(ellipse 70% 80% at 0% 0%,rgba(227,114,4,.8) 0%,rgba(227,114,4,.25) 40%,transparent 65%),radial-gradient(ellipse 60% 70% at 100% 100%,rgba(246,167,0,.5) 0%,transparent 60%),linear-gradient(180deg,#000814 0%,#001D3D 100%);color:#fff!important;padding:56px 32px!important;text-align:center!important;margin:48px 0;border-radius:16px;border:1px solid rgba(255,165,50,.18)\">\n  <div style=\"display:inline-block;font-size:11px!important;text-transform:uppercase!important;letter-spacing:1.5px!important;color:#001D3D!important;background:#FFCC33!important;padding:5px 12px!important;border-radius:4px!important;font-weight:700!important;margin:0 0 16px!important;line-height:1.4!important\">Private Wealth Copilot<\/div>\n  <div style=\"font-size:30px!important;margin:0 0 14px!important;letter-spacing:-.5px!important;color:#ffffff!important;font-weight:700!important;line-height:1.2!important\">The spreadsheet, without the spreadsheet work<\/div>\n  <div style=\"color:rgba(255,255,255,.75)!important;margin:0 auto 28px!important;font-size:17px!important;max-width:560px!important;line-height:1.6!important;font-weight:400!important\">Avex builds this picture automatically from your broker\n     statements \u2014 wrappers, currencies and concentration included \u2014\n     parsed locally, read-only by design.<\/div>\n  <a href=\"https:\/\/avexai.io\/contact\" style=\"background:#E37204!important;color:#ffffff!important;padding:14px 32px!important;border-radius:8px!important;font-weight:600!important;text-decoration:none!important;display:inline-block!important;font-size:15px!important;margin:4px 6px!important;text-transform:none!important;letter-spacing:0!important;border:none!important;box-shadow:none!important\">Request Early Access<\/a>\n  <a href=\"https:\/\/avexai.io\/#platform\" style=\"background:transparent!important;color:#ffffff!important;padding:14px 32px!important;border-radius:8px!important;font-weight:600!important;text-decoration:none!important;display:inline-block!important;font-size:15px!important;margin:4px 6px!important;text-transform:none!important;letter-spacing:0!important;border:1.5px solid rgba(255,255,255,.3)!important;box-shadow:none!important\">See the Platform<\/a>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Quick answer A UK portfolio spreadsheet fails on three specifics: pence, wrappers and dollars. This free Google Sheets template handles all three \u2014 live prices via GOOGLEFINANCE with the GBX pence trap converted per holding, separate ISA\/SIPP\/GIA tabs so the tax boundary stays visible, USD holdings converted at a live FX rate \u2014 plus a [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_angie_page":false,"footnotes":"","_wp_rev_ctl_limit":""},"class_list":["post-726","page","type-page","status-publish","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.8 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Free UK Portfolio Tracker Template (Google Sheets): ISA, SIPP &amp; GIA<\/title>\n<meta name=\"description\" content=\"The spreadsheet UK templates get wrong: wrapper-aware tabs, GOOGLEFINANCE with the GBX pence trap handled, USD conversion, and a concentration dashboard. Free.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/avexai.io\/blog\/portfolio-tracker-spreadsheet-uk\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Free UK Portfolio Tracker Template (Google Sheets): ISA, SIPP &amp; GIA\" \/>\n<meta property=\"og:description\" content=\"The spreadsheet UK templates get wrong: wrapper-aware tabs, GOOGLEFINANCE with the GBX pence trap handled, USD conversion, and a concentration dashboard. 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This template carries a quote-currency column per holding and converts GBX\u2192GBP (and USD\u2192GBP at a live rate) before anything is totalled.<br>","inLanguage":"en-US"},"inLanguage":"en-US"},{"@type":"Question","@id":"https:\/\/avexai.io\/blog\/portfolio-tracker-spreadsheet-uk\/#faq-question-1790794298920","position":2,"url":"https:\/\/avexai.io\/blog\/portfolio-tracker-spreadsheet-uk\/#faq-question-1790794298920","name":"Does the template calculate my capital gains tax?","answerCount":1,"acceptedAnswer":{"@type":"Answer","text":"No \u2014 by design. It records transactions and tracks positions; CGT needs HMRC's matching rules (same-day, 30-day, Section 104), which is a job for our free CGT calculator. The ledger here is exactly the input that calculation needs.<br>","inLanguage":"en-US"},"inLanguage":"en-US"},{"@type":"Question","@id":"https:\/\/avexai.io\/blog\/portfolio-tracker-spreadsheet-uk\/#faq-question-1790794318175","position":3,"url":"https:\/\/avexai.io\/blog\/portfolio-tracker-spreadsheet-uk\/#faq-question-1790794318175","name":"Does it work in Excel?","answerCount":1,"acceptedAnswer":{"@type":"Answer","text":"The structure does \u2014 tabs, ledger, dashboard and formulas. Live prices don't: GOOGLEFINANCE is a Google Sheets function, so the Excel version needs prices entered manually. The recommended path is the Sheets copy.<br>","inLanguage":"en-US"},"inLanguage":"en-US"},{"@type":"Question","@id":"https:\/\/avexai.io\/blog\/portfolio-tracker-spreadsheet-uk\/#faq-question-1790794332053","position":4,"url":"https:\/\/avexai.io\/blog\/portfolio-tracker-spreadsheet-uk\/#faq-question-1790794332053","name":"Can I track ISA, SIPP and GIA in one file?","answerCount":1,"acceptedAnswer":{"@type":"Answer","text":"Yes \u2014 that's the point. The template keeps wrappers as separate views feeding one dashboard, so you see the combined picture without losing the tax boundary that matters in April.<br>","inLanguage":"en-US"},"inLanguage":"en-US"},{"@type":"Question","@id":"https:\/\/avexai.io\/blog\/portfolio-tracker-spreadsheet-uk\/#faq-question-1790794352631","position":5,"url":"https:\/\/avexai.io\/blog\/portfolio-tracker-spreadsheet-uk\/#faq-question-1790794352631","name":"Is it really free?","answerCount":1,"acceptedAnswer":{"@type":"Answer","text":"Yes \u2014 the button makes your own private Google Sheets copy (or grab the Excel file). 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