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How does the Portfol...

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How does the Portfolio Tracker compare to other portfolio management tools?

The Portfolio Tracker stands out from other portfolio management tools due to its real-time updating feature and its compatibility with both Microsoft Excel and Google Sheets. It provides a clear view of your financial position, detailing the total value of your assets, total invested, and the subsequent returns. It also showcases how your assets are distributed in terms of their value and the returns they've accumulated. This essentially serves as your financial health check, revealing how your investments have fared and where they currently stand.

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The Overview section provides a clear view of your financial position, detailing the total value of your assets, total invested, and the subsequent returns - both in dollars and as a percentage. Additionally, it showcases how your assets are distributed in terms of their value and the returns they've accumulated. This section is essentially your financial health check, revealing how your investments have fared and where they currently stand.

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Portfolio Tracker Spreadsheet preview
Spreadsheet
15 Sheets
2 Formats

Preview (15 Sheets)

Historical performance Sheet preview
Watchlist Sheet preview
Watchlist 2 Sheet preview
Investment Sheet preview
Performance Sheet preview
Sales overview Sheet preview
Top 5 sales Sheet preview
Invested by sector Sheet preview
Dashboard Sheet preview
Dashboard 2 Sheet preview
Dashboard overview Sheet preview
Investment by security Sheet preview
Dashboard overview 2 Sheet preview
Investments overview Sheet preview
Sales overview Sheet preview

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