If you donāt mind using Excel, Iām using a workbook that I created (which took more than 6 months to complete ). I wanted something as simple as possible to use, yet advanced in the information it provides, but couldnāt find any platform to give me all the info I need. So, Iāve decided to create my own lol. You choose your portfolioās currency, you add your Transactions, Trades, and Dividends, and some info for each ticker, and you are good to go.
Iāve also used the T212 CSV format and included the option to import your accountās history automatically using the file exported from the app.
You can check it out here Excel Investment Portfolio Tracker Template | Features - YouTube
For any questions please let me know!