Stop guessing. Start tracking. The Stock Portfolio Tracker Pro is a professional-grade Excel template built for serious investors who want precision, clarity, and zero guesswork in their portfolio management. ✦ WHAT'S INCLUDED • Real-time portfolio dashboard with live gain/loss calculations • Dividend tracking with automatic income aggregation • Deep analysis metrics: portfolio allocation, sector breakdown, performance history • 1,456 formula cells — fully automated, no manual calculations needed • Tax-ready export for your accountant ✦ WORKS WITH ✅ Microsoft Excel (2016 and up) ✅ Google Sheets (free upload — most formulas work) ✅ Mac & PC compatible ✦ HOW IT WORKS 1. Purchase and download instantly 2. Open in Excel or upload to Google Drive 3. Enter your holdings — the formulas do the rest ✦ THIS IS FOR YOU IF... → You want to see your total portfolio performance at a glance → You're tired of tracking dividends across multiple spreadsheets → You want institutional-grade tracking without the institutional price ✦ INSTANT DIGITAL DOWNLOAD After purchase, your file downloads immediately. No waiting, no shipping. Questions? Message the shop — we respond within 24 hours.
What you get
| Symbol | Shares | Cost Basis | Value | Gain/Loss |
|---|---|---|---|---|
| AAPL | 50 | $142.30 | $9,215.00 | +$1,200.00 |
| MSFT | 30 | $285.00 | $12,540.00 | +$4,050.00 |
| VOO | 25 | $380.00 | $11,875.00 | +$2,375.00 |
| O | 80 | $68.50 | $5,920.00 | -$720.00 |
Everything included
See total value, returns, and allocation across all holdings at a glance. No switching between spreadsheets.
Log individual dividend payments with automatic year-to-date aggregation. Know exactly how much you're earning.
Sector allocation breakdown, performance history, and portfolio health scores — institutional-grade insights.
Every calculation automated. Gain/loss, percentage changes, allocation weights — all live and updating.
Clean, organized data summaries your accountant will actually thank you for. Export in seconds.
Your financial data stays on your computer. No cloud, no accounts, no tracking. Just you and your data.
Stop wasting time on manual math. The formulas do the work so you can focus on investing.
Join investors who stopped guessing and started tracking with precision. One purchase, lifetime access, instant download.
Buy Now — $17.97