What's inside the investment portfolio log
- Accounts
- Holdings
- Transaction Log
- Allocation
- Quarterly Review
- Value by Month
- Notes
See every page
All 11 pages of the US Letter version, exactly as they print. Tap a page to see it larger.
- 1. Cover
- 2. This Log Belongs To
- 3. Contents
- 4. Accounts
- 5. Holdings
- 6. Transaction Log
- 7. Allocation
- 8. Quarterly Review
- 9. Value by Month
- 10. Notes
- 11. Thank you page
Who this investment portfolio log is for
This log is for beginner and experienced investors who like to keep their own records on paper. It suits people with several accounts, such as retirement and brokerage accounts, and anyone who wants to review their plan regularly. It keeps holdings, trades and decisions in one place. It also suits investors who want a written record of why they made each decision.
How to use your investment portfolio log
List your accounts and holdings with the date bought and cost. Record every buy and sell on the trades page, along with your reason. Check your allocation against your target, and do a regular review to note performance and changes. At year end, summarize the year to see the full picture. Pick one day each quarter to update balances, rebalance if needed and write a short note on how you feel about your plan.
Formats included
A4 PDF
For printing in most of the world (210 × 297 mm).
US Letter PDF
For printing in the US and Canada (8.5 × 11 in).
Digital PDF
Hyperlinked tabs for tablets and PDF annotation apps.
Ready to start?
Free downloadInvestment Portfolio Log questions
Is this investment advice?
No. It is a record-keeping tool only. Other pages in the 11-page investment portfolio log include "Accounts", "Holdings" and "Transaction Log", so related notes stay together. Print the A4 or US Letter PDF as often as you need, or write in the digital version on a tablet.
Can I track several accounts?
Yes. The accounts page lists them all. Look for the "Accounts" page in the 11-page investment portfolio log. Print the A4 or US Letter PDF as often as you need, or write in the digital version on a tablet. Every page is undated, so you can start any day and reprint a page whenever it fills up.
Why write reasons for trades?
It helps you learn from decisions and avoid emotional trading. Other pages in the 11-page investment portfolio log include "Accounts", "Holdings" and "Transaction Log", so related notes stay together. Download it free, print only the pages you need and add more copies of any page later.
Is the Investment Portfolio Log really free?
Yes, the Investment Portfolio Log is completely free for personal use. Download the 11-page PDF without an account or email address, print it at home as often as you like and share the page link with friends. FolarraStudio is free to use. In the future, a few clearly labeled ads may help keep it free.
What size is the Investment Portfolio Log?
The Investment Portfolio Log comes in A4 (210 x 297 mm) and US Letter (8.5 x 11 inches), plus a hyperlinked digital PDF for tablets. Choose the file that matches the paper in your printer and print at Actual size or 100%, so nothing is cut off. Both paper sizes have the same 11 pages.
