Know exactly how your investments are performing at all times. This Investment Portfolio Tracker handles up to 50 holdings across stocks, ETFs, crypto, REITs, and more.

What's included:

✓       Track ticker, shares, cost basis and  current price

✓       Auto-calculates total value, gain/loss & return %

✓       Portfolio snapshot: total invested, current value, overall return

✓       Asset allocation tab with target vs actual breakdown

✓       Works for any investment type

Updating is as easy as entering today's price. Instant Excel download.