Excel Portfolio
Management Tracker
Manage your entire investment portfolio in one polished Excel file. Track allocation, dividends, risk, and rebalancing needs — without switching apps or paying subscriptions.
USD + taxes. 10% off for first 20 orders.
- ✅ Instant delivery by email + dashboard
- 🔒 Personalized license — your email only
- 📥 Up to 5 re-downloads from your account
- 🔄 Free updates for life
- 📧 Email support included
- 🚫 All sales final — no refunds
Six modules. One file.
Every tab is purpose-built. No clutter. No guesswork.
Enter all your assets with quantity, buy price, current value, and currency. Formulas do the rest.
Live KPIs: total value, cost basis, gain/loss, dividends, and allocation status — all auto-updated.
Per-asset dividend tracking, yield estimates, and a monthly income log.
Weighted risk score by asset class. Concentration analysis for your top 10 holdings.
Dollar-value buy/sell signals for each asset class. Red = action needed, Green = on track.
Set portfolio value targets with dates. Track progress and days remaining.
Ready to get started?
Instant download. Free updates. Yours forever.
Get the Portfolio Tracker — $18.99⚠️ For personal tracking only. Not investment advice. All sales final.