Investment & Net Worth Tracker – South African Edition
See what you own, what it is worth and whether you are moving toward your goals.
What’s Included
- Investment & Net Worth Tracker Workbook
- How to Use the Investment Tracker
- Investment Tracker User Guide
- Investment Tracker Handbook
- Investment Tracker One-Page Overview
- Investment Tracker Video and Audio Script
Key Features
- ✓ portfolio dashboard
- ✓ holdings and transaction registers
- ✓ investment goal tracker
- ✓ net worth statement
- ✓ performance summary
- ✓ dividend tracker
- ✓ journal and review section
- ✓ value history for tracking progress over time
What This Solves
- ✓ not knowing your total portfolio value across accounts
- ✓ tracking investments without a clear goal
- ✓ losing sight of dividends and transaction history
- ✓ knowing account balances but not your overall net worth trend
Who It’s For
- – South Africans building a long-term investment portfolio
- – DIY investors who want one place for holdings, goals and net worth
- – people tracking investments across more than one account or platform
How It Helps You
- ✓ brings scattered investment information into one view
- ✓ connects portfolio tracking to personal goals
- ✓ helps you review changes over time rather than only checking today's balance
- ✓ creates a repeatable monthly or quarterly investment review routine
Why You Need It
- ✓ investment platforms show accounts, but not always your complete financial picture
- ✓ net worth and portfolio progress are easier to understand when recorded consistently
- ✓ a reusable tracker can help turn investing from occasional checking into a review process
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Frequently Asked Questions
Does this connect automatically to my bank or investment platform?
No. It is a manual Excel tracker, which keeps the workbook platform-independent.
Does it tell me which shares, ETFs or investments to buy?
No. It is a tracking and review tool, not personalised investment advice or a recommendation service.
What is included in the product package?
The package includes the Investment & Net Worth Tracker workbook plus supporting guidance material, including a handbook, user guide, quick-use material and a one-page overview.
