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Investment Portfolio Tracker — Excel — slide 1
Excel
Modern

Investment Portfolio Tracker Excel

4.8(505 reviews)
8,430 downloads

Track your entire investment portfolio in one organized Excel dashboard. Covers stocks, ETFs, crypto, real estate, angel investments, and cash positions. Features: holdings database with cost basis and current value, performance tracking by asset class, dividend and income log, transaction history, watchlist for potential investments, financial goal tracker, net worth calculator, and monthly portfolio review template. Supports multiple accounts and currencies.

Tags
investment
portfolio
stocks
crypto
wealth
finance
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XLSX, CSV formats included
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