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SGB Analyzer

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SGB Portfolio Tracker

Track all your Sovereign Gold Bond investments in one place

SpreadsheetExcel / Google SheetsFree

Excel/Google Sheets template to track your SGB investments

Download Free

**Track Your SGB Portfolio Effectively**

This free spreadsheet template helps you track all your Sovereign Gold Bond investments: - Record purchase details for each SGB series - Calculate current value based on market prices - Track discount/premium to fair value - Monitor upcoming maturities and interest payments - View portfolio summary and allocation

**Available formats:** Microsoft Excel (.xlsx) and Google Sheets

Features Included

Multi-series SGB tracking
Automatic fair value calculation
Discount/premium tracking
Interest payment schedule
Maturity calendar
Portfolio summary dashboard
XIRR return calculation
Tax estimation helper

How to Use This Template

1

Download the template in your preferred format

2

Enter your SGB holdings in the 'Portfolio' sheet

3

Update gold prices in the 'Settings' sheet regularly

4

View analysis in the 'Dashboard' sheet

5

Track upcoming events in 'Calendar' sheet

**Disclaimer:** This template/tool is provided for educational and informational purposes only. It is NOT a substitute for professional financial advice. Results and calculations are estimates and may not reflect actual outcomes. Please consult a qualified financial advisor before making investment decisions. We are not responsible for any losses incurred from using this template.

Calculate Your SGB Returns

Use our calculator to estimate your potential returns based on investment amount and holding period.

Frequently Asked Questions

For accurate tracking, update weekly or whenever you want to check portfolio value. Daily updates aren't necessary unless you're actively trading.
Yes, we provide both Excel and Google Sheets versions. Google Sheets version can optionally fetch live gold prices automatically.
Yes, the tracker consolidates all SGBs regardless of which broker/demat they're held in. Just enter the details manually from your holdings.

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View Real-Time SGB Prices

Track all 70+ SGBs with live prices, discounts, yields, and more. Updated every few minutes.