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Investment Portfolio Tracker
Track your stocks dividends P&L in one beautiful spreadsheet
11 followers
Track your stocks dividends P&L in one beautiful spreadsheet
11 followers
A beautiful Excel template to manage your stock portfolio. Enter ticker, buy price, quantity — auto-calculates P&L, allocation %, total returns. Includes live Dashboard, Holdings Tracker, Transaction Log, and Dividend Tracker with summaries. 180+ built-in formulas, color-coded profit/loss, dark professional theme. No macros, no subscriptions — one-time purchase. Works with Excel 2016+ and WPS Office.

Love the dividend tracker. One idea that would make this way more useful for me: add a way to automatically pull in current stock prices so the P&L and allocation columns update on their own. Right now I have to manually look up prices each week, which kind of defeats the purpose of auto-calculations. Even if it required a simple copy-paste of price data into one tab, it would save a ton of time and keep the dashboard truly current.