The Investment Tracker

Checking a brokerage app tells you what is happening now, but not what you did and when. This tracker is a place to record your investing deliberately, whether you hold one retirement account or several accounts and asset types.

You start with an account overview, one page per account. A holdings log records each investment's ticker, asset class, purchase date, shares and cost basis. A transaction log captures every buy, sell, dividend or transfer. A dividend tracker records ex-dates, pay dates and amounts received. Each month you jot down a portfolio snapshot with your asset allocation, and a net worth tracker lists your assets and liabilities. An annual review sums up contributions, dividends and your best and worst holdings.

It is a record-keeping tool for your own figures and does not recommend any investment.