Description
Track stocks, funds, gold and crypto holdings with live gain/loss, returns and portfolio allocation.
- Automatic summary: Total invested, Current value, Total gain / loss, Total return
- Calculated for you: Cost basis, Market value, Gain / loss, Return, Allocation
- Drop-down menus for quick, consistent entry
- Colour-coded status and progress highlights
- Built-in chart that updates as you type
- Example rows and a step-by-step "How to Use" sheet
Instant download (.xlsx). Works in Excel 2010+, Excel online, Google Sheets, Numbers and LibreOffice. Works with any currency.
Payment & Security
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