Portfolio Tracker Excel Spreadsheet

This is a comprehensive and dynamic stock portfolio management template. It conveniently consolidates multiple investment accounts into a single easy-to-understand spreadsheet. This unique tool is a robust system to keep track of all your stock investments, providing detailed insights, including Purchase Date, Purchase Price, Quantity, Cost, and Current Value. Moreover, it analyzes your stock's performance using real-time data from MarketXLS.com by reflecting changes triggered by market fluctuations instantly. This efficacious consolidation results in a highly organized view of your overall portfolio, including the gains/losses, daily changes, and performance indicators like 7Day, 30Day, QTD, YTD, and Annual Gain/Loss %.

It offers tracking for an extensive range of data, including stock performance compared to yearly highs and lows, averages over 50 and 200 days, and the difference between the stock’s annual purchase price and current price. Furthermore, it offers insights on profits/losses, tracking these variables live and illustrating how a portfolio's worth has evolved over time. This level of data analysis provides a panoramic view of your investments, assisting in strategic decision-making for potential stock purchases, sales or holds, thus making it a must-have tool for any astute investor.