Portfolio Tracker App

If you don’t mind using Excel, I’m using a workbook that I created (which took more than 6 months to complete :sweat_smile:). I wanted something as simple as possible to use, yet advanced in the information it provides, but couldn’t find any platform to give me all the info I need. So, I’ve decided to create my own lol. You choose your portfolio’s currency, you add your Transactions, Trades, and Dividends, and some info for each ticker, and you are good to go.

I’ve also used the T212 CSV format and included the option to import your account’s 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!

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