Stock Portfolio Management in Excel


Notice: This module is being deprecated against a simple Excel based Portfolio Tracker which will be provided after your purchase.

  • Better stock portfolio management in Excel
  • Import transactions from your trading accounts
  • Add multiple transactions simultaneously
  • Deal with tax, commissions and splits with ease
  • Monitor performance in our dashboard
  • Compare portfolio returns with dynamic charts
  • View portfolios with Excel’s pivot table-like interface
  • See holding returns, expected returns, average daily returns, variations etc
  • See optimized portfolio allocation (Efficient Frontier)
  • Unlimited portfolios/transactions
  • Modern Portfolio Theory

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