The Ultimate Excel Investment Tracker – Automate Your Portfolio, Dividends & Net Worth
📊 Investment Portfolio Tracker – Excel Toolkit
Track your portfolio like a pro. No subscriptions. No complexity. Just clarity.
Whether you're a first-time investor or a seasoned finance enthusiast, this powerful yet intuitive Excel-based tracker helps you get complete visibility into your investments. Built with flexibility, automation, and ease-of-use in mind, it's the only spreadsheet you need to track your holdings, monitor performance, and plan for long-term wealth.
💼 Choose the Version That Fits Your Style
🟩 Base Version – $19.99
A clean and structured portfolio template for everyday investors.
What’s Included:
- ✅ Portfolio Tracker: Track ticker, asset class, quantity, cost basis, and current value
- ✅ Dashboard Overview: View total value, asset allocation %, and simple summaries
- ✅ Automatic Formulas: Calculates portfolio totals and allocation percentages for you
- ✅ Instruction Tab: Easy step-by-step guidance so you’re never confused
- ✅ Works with: Stocks, ETFs, crypto, mutual funds, REITs—any investable asset
Best for: Beginners or anyone who wants a plug-and-play solution without distractions.
🟨 Pro Version – $39.99
Upgrade to powerful automation, visual insights, and intelligent portfolio analysis.
Everything in Base, plus:
- 🔁 Rebalancing Calculator: Enter your target allocation and automatically calculate buy/sell adjustments
- 📈 Performance Tracking: See your unrealized gain/loss, ROI %, and total cost per asset
- 🎨 Enhanced Layout: Conditional formatting highlights gainers/losers instantly
- 📊 Visual Dashboard: Clean charts that break down allocation and performance trends
Best for: Intermediate investors and spreadsheet-savvy users who want deeper insights and smarter tracking.
🟦 Premium Version – $69.99
Your entire personal finance system in one master file—built to track everything from stocks to dividends to budgeting.
Everything in Pro, plus:
- 💸 Dividend Income Tracker: Forecast monthly & yearly dividend income with auto-calculation
- 📆 Monthly Income Calendar: See expected payouts across the year for better planning
- 🧓 Retirement Projection Model: Expected wealth at retirement based on inputs (age, annual return, savings rate)
- 🔥 FIRE Calculator: Years to financial independence based on expenses, savings rate, and portfolio growth
- 💰 Crypto Portfolio Tracker: Track your crypto, stocks, and bonds, all in one place!
Best for: Advanced investors, content creators, and financial DIYers managing multiple income streams and assets.
🔍 Why Use This Instead of an App?
- 📁 No subscriptions – Pay once, use forever
- 🔒 Private & secure – Keep your financial data offline
- 🧮 Fully customizable – Tailor it to your investment style
- ⚙️ No-code formulas – All logic and calculations are built in
- 📊 Transparency – Unlike apps, you can see exactly how everything works
🔓 One-Time Payment. Lifetime Access.
Every version is a downloadable Excel file (.xlsx) with lifetime access. No logins. No API limits. Just complete ownership over your financial tools.
🎯 Perfect For:
- Individual investors & DIY finance enthusiasts
- Side hustlers building investment income
- FIRE community members tracking net worth
- Students & professionals learning hands-on portfolio management
- Anyone who wants a better alternative to apps like Mint, Personal Capital, or spreadsheets cobbled together from Reddit
🛠️ Need Help Choosing?
Start with the Base version if you're looking for a clean, essential setup.
Go for Pro if you're ready to optimize and rebalance.
Choose Premium if you're managing dividends, budgeting, and long-term financial planning all in one place.