1 Download the Simple Investment Tracker

Click once on the green button to download the file, then save to your computer or device.

⤓ Download

Filename: investment-tracker.xlsx

Return to the Simple Investment Tracker page to learn more about this template.

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2 Need Help? Ask Rosie AI (ChatGPT for Excel)

Vertex42 has partnered with Rosie AI to assist you in understanding and using our Excel templates.

Use Rosie AI

The free use of Rosie AI is limited to 10 responses every 4 hours. This may be sufficient for you, so definitely give it a try! You can also get 1 month of Rosie Premium for free using coupon code VERTEX42.

To use Rosie AI:

  1. Open a Vertex42 Excel template and go to Home > Add-ins and search for Rosie AI.
  2. Click Add and then Allow and Continue if you are okay with the add-in accessing the content of your file (see their privacy policy if you have questions).
  3. After logging in to Rosie, start asking it questions, such as "How should I get started using this template?"

3 Learn More About Excel!


4 Try More Templates

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Yearly budget planner with categories for a single individual.
How fast will my savings account grow? Set up a simple savings plan to estimate the interest earned in your savings account over time.

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