Everything you need to manage your portfolio
Six powerful modules. One clean Excel file. No subscriptions, no apps — just yours.
Portfolio Dashboard
All your holdings in one clean view. Values, gains, allocation — at a glance.
Asset Allocation
Set target percentages. See actual vs target. Know exactly what's off balance.
Dividend Tracker
Log dividends by asset. Track yield, monthly income, and cumulative payouts.
Rebalancing Alerts
Color-coded rebalancing signals. Red = action needed, Green = on track.
Risk Breakdown
Weighted risk score by asset class. Know your portfolio's risk profile instantly.
Global Asset Support
Stocks, ETFs, Bonds, REITs, Commodities, Crypto — 11 currencies supported.
One price. Yours forever.
No subscription. No monthly fees. Buy once, download instantly, use it forever. Free updates included for all buyers.
- ✓ Excel Portfolio Tracker (all 8 modules)
- ✓ Personalized license tied to your email
- ✓ Up to 5 re-downloads from your dashboard
- ✓ Free product updates forever
- ✓ User guide + setup instructions
- ✓ Email support
USD · Taxes added at checkout
Get the TrackerInstant download after payment.
All sales final — no refunds.
🎁 Buying as a gift? Enter recipient email at checkout.
Who uses StockEdu Tracker?
Anyone who manages their own investments and wants clarity — not complexity.
Self-directed investors
Managing a personal brokerage with multiple assets across ETFs, stocks, and more.
Finance students
Learning portfolio management with a real, hands-on tracking tool.
Working professionals
Tracking a growing investment portfolio alongside a busy career.
Common questions
Do I need Excel or can I use Google Sheets?
The tracker is built for Microsoft Excel (2016 or later). Google Sheets is not officially supported as some advanced features may not work correctly.
What asset classes does it support?
All major classes except cash — Stocks, ETFs, Bonds, REITs, Commodities, Crypto, Derivatives, and Other.
How does personalized delivery work?
After purchase, a copy of the tracker is personalized with your licensed email and delivered to you instantly — both by email and via your account dashboard.
What's the refund policy?
All sales are final. Due to the digital nature of the product, we do not offer refunds once the file has been delivered.
Ready to take control of your portfolio?
Join investors who manage smarter. Buy once. Use forever.
Get the Portfolio Tracker — $18.99 →⚠️ For educational and personal tracking purposes only. Not investment advice.