Portfolio Tracker — Track Stocks, ETFs & Mutual Funds in Real Time
Published by MarketXLS Limited
About this tutorial
Portfolio tracker - build a powerful real-time portfolio tracker using MarketXLS in Excel and FundXLS for mutual funds and ETFs. This session shows you how to track all your investments in one place with live prices, performance metrics, and allocation analysis. Topics covered: - Portfolio tracker setup in Excel with live market data - Tracking stocks, ETFs, and mutual funds in real time - Portfolio allocation and diversification analysis - Performance tracking - daily, monthly, and annual returns - Risk metrics - beta, Sharpe ratio, max drawdown - Building a dividend income tracker - FundXLS for mutual fund and ETF portfolio tracking Book a free demo: https://marketxls.com/book-demo Try MarketXLS: https://marketxls.com Options Functions: https://marketxls.com/functions