Reviewed by Kevin on 29-Apr-2021:
The portfolio performance tracking workbook is great. I have used it since 2014 and it has served all of my needs well. I shared my opinion with several friends and they got copies as well to track their portfolios. I think this workbook is definitely worthwhile given all that it can do.
Reviewed by Jan on 05-Jul-2016:
I have a variety of investments in different accounts and this Excel sheet is very helpful to get a good overview of the combined investments. Very good layout and easy to use.
Reviewed by Chandrashekar Kumar on 27-Jul-2015:
Superb spreadsheet. I was looking for something that I could just download and use without much effort on my part. The Portfolio Tracker is the perfect solution for this.
Reviewed by Al on 19-Jun-2015:
I have an Investment account that is not performing well as it is hard to track the number of holdings in my account. It is very time consuming to go through 40 holdings to track their progress on a monthly basis. With Business Spreadsheet's Portfolio Performance Tracking software I am able to track my investments and sell the losers and add to the winners as I'm provided an up-to-date gain or loss of an individual holdings which allows me to decide immediately what, if any, action is warranted. Using this software I am able to make more decisions that are appropriate for my risk tolerance.
Reviewed by True North on 13-May-2015:
The portfolio performance tracking tool is suitable for individual investors that trade in generic asset classes and instruments. For high volume traders with more eccentric instruments and asset classes, a more sophisticated or customized tool may be required.