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Portfolio Tracking

Excel portfolio tracking for portfolio management

Excel Portfolio Tracking

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The Portfolio Tracking template for Excel is a personal investing workbook intended to give a simple yet powerful view of a financial portfolio (be it public or private) with context sensitive navigation to numerous destinations on the public internet.

This Portfolio Tracking Excel template supports up to 500 different symbols, visualization of a portfolio's performance, as well as graphical depictions of a current portfolio versus a target portfolio. The template also supports the ability to view public portfolios like index constituents or industry constituents, and the powerful 'link builder' contextual linking to over 250 destination points on the web.

Track all portfolio holdings in a single excel spreadsheet template. Enter symbols, account, holdings, and cost, and let the Portfolio Tracking Template do the rest.

Key features of the Portfolio Tracking Template include:
  • Create and store portfolios of up to 500 securities.
  • Monitor both public and private portfolios.
  • Context sensitive linking with links to over 250 destination points on the web.
  • Powerful visualization tool.
  • Graphical drift analysis.
  • Define custom views.

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(Updated on 2016-12-01)

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Reviewed by Raja on
This is a fine solution for tracking portfolio performance.

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