Take control of your investments.

Track your portfolio, monitor performance and understand where your money is invested — all in one professional Excel tracker.

One spreadsheet. Your entire portfolio.

🚀 EVERYTHING YOU NEED IN ONE PLACE

📊 Portfolio Dashboard

Get a clear overview of your investments at a glance.

Track your:

• Total portfolio value
• Invested capital
• Profit & Loss
• Portfolio performance
• Asset allocation
• Cash balance

💼 Track Your Investments

Keep all your investments organized in one place.

Record your:

• Stocks
• ETFs
• Buys & sells
• Quantities
• Average cost
• Current prices
• Unrealized P&L

No more scattered spreadsheets or manual calculations.

🔄 Manage Your Transactions

Keep a complete record of your investment activity.

Record:

• Deposits
• Withdrawals
• Buys
• Sells
• Commissions
• Transaction dates

Your portfolio calculations update automatically based on your entries.

💰 Track Your Dividends

Keep your dividend income organized.

Record:

• Dividend payments
• Gross dividends
• Taxes
• Net dividends
• Payment dates
• Dividend income by asset

📈 Understand Your Performance

See how your portfolio is performing over time.

The tracker includes performance calculations designed to give you a clearer picture of your investment results.

⚡ SIMPLE TO USE

1️⃣ Add your transactions

Enter your investments, deposits, withdrawals and other activity.

2️⃣ Update your prices

Enter the latest prices of your assets.

3️⃣ Let the tracker do the work

Your portfolio metrics and dashboard update automatically.

📦 WHAT'S INCLUDED

✅ Investment Portfolio Tracker
✅ Professional Dashboard
✅ Transactions Tracker
✅ Asset Allocation
✅ Performance Tracking
✅ Dividend Tracker
✅ Profit & Loss calculations
✅ Portfolio metrics
✅ Built-in instructions
✅ Example data to help you get started
✅ Excel .xlsx file

💻 WORKS WITH MICROSOFT EXCEL

The tracker is delivered as an Excel .xlsx file.

You can also import it into Google Sheets, although some formatting or functions may behave differently depending on the platform.

⚠️ PLEASE NOTE

This is a digital product. No physical product will be shipped.

Prices are entered manually, so the tracker does not require external APIs or third-party connections.

This product is a portfolio tracking and organization tool. It does not provide financial advice or investment recommendations.

🎯 START TRACKING YOUR PORTFOLIO TODAY

Stop guessing where your money is going.

Organize your investments. Track your performance. Understand your portfolio.

📊 Investment Portfolio Tracker — €14.99

Instant digital download.