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The Portfolio Tracker is our newest Excel tool created for Stock traders and investors to keep track of positions with live price data! Enter your buy and sell orders, see your realized and unrealized profits, daily change, allocation by industry, and much more.
The Portfolio Tracker includes:
- • Easy-to-use trade log to input your stock orders;
- • Clean dashboard with real-time data and performance indicators;
- • Account tab for Deposits and Withdrawals information;
Unique Features:
- • Current balance calculation;
- • Realized/unrealized profits and losses;
- • Portfolio allocation by Ticker and by Industry;
- • Real-time % change of portfolio;
- • Yearly chart for the symbols on the portfolio;
- • Closed trades analytics and profit curve;
- • Comments for each trade.
File information:
- • Excel – XLSX format (1.73 MB);
- • Compatible with Excel 365 desktop version;
The Portfolio Tracker is our newest Excel tool created for Stock traders and investors to keep track of positions with live price data! Enter your buy and sell orders, see your realized and unrealized profits, daily change, allocation by industry, and much more.
The Portfolio Tracker includes:
- Easy-to-use trade log to input your stock orders;
- Clean dashboard with real-time data and performance indicators;
- Account tab for Deposits and Withdrawals information;
Unique Features:
- Current balance calculation;
- Realized/unrealized profits and losses;
- Portfolio allocation by Ticker and by Industry;
- Real-time % change of portfolio;
- Yearly chart for the symbols on the portfolio;
- Closed trades analytics and profit curve;
- Comments for each trade.
File information:
- Excel – XLSX format (1.73 MB);
- Compatible with Excel 365 desktop version;
Have complete control over your investments and watch your trades develop live
One-time-fee
Pay only once, and have the only tool you need for a lifetime, no more subscriptions
Top Design
Beutifully designed so that you have the best user experience,
All-in-one Tool
Everything you need in one place to track your investments
Who was this tool built for?
- Anyone that currently have investments in the financial markets and want to have a clear picture of what their portfolio looks like
- Anyone that wants to keep the track record of their investments
- Anyone that is still experimenting and need to know what is performing best
Get the offer!
What people are saying about us
Simple and Effective
No need to overcomplicate things, analyzing the markets is hard enough.
Get Yours!
Frequently Asked Questions:
The Porfolio Tracker is best suited for stock traders, with live quotes for all symbols
The spreadsheet is completely unlocked and customizable, so you can feel free to add your own tweaks to it. It is recommended to have a good knowledge of Excel if major changes are intended.
Our trading journal is very easy-to-use and created with the purpose of eliminating the stress of dealing with complex spreadsheets when analyzing trades. If you used Excel at least once in your life, you won’t have any issues with this one.
The trading journal is perfect for day traders, swing traders, short-term and long-term investors, it will track both your closed and opened trades