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Fiverr Pro
English
$
USD
I will build a portfolio tracker in excel with rebalancing
Excel financial models built by an actual investor with real experience
I'm Frank - actual investor and financial controller, not a template designer.
Real estate: 2 rentals owned, 100+ deals analyzed. Investing: ETF portfolio + dividend growth strategy. Corporate: 10+ y...
About this Gig
Seven apps, seven partial views, and still no idea how your portfolio is actually performing.
I build an Excel model that consolidates equities, ETFs, bonds, real estate, crypto and cash into one workbook with the risk metrics most retail tools never show you.
WHAT YOU GET (10 tabs, 477 live formulas):
Dashboard: 8 KPIs + rebalancing signal
Holdings: fully editable positions
Allocation vs Target with drift alerts
Performance: YTD, annualised, vs benchmark
Rebalancing: tax-aware trade plan
Dividends and Tax Lot tracking
Risk Metrics: Sharpe, beta, max drawdown, alpha
Benchmarks: S&P 500, MSCI World, custom
Every formula documented, no black box
WHO I AM
Financial controller for 10+ years in a global pharma group. Active investor. I build the models I use myself.
BUILT FOR: private investors managing a multi-asset portfolio, advisors who want a transparent client view, family office analysts.
NOT FOR: day traders needing live market data, options-heavy strategies.
Delivered as a clean .xlsx with a 1-page methodology note.
Message me if unsure I'll tell you honestly.
My Portfolio
FAQ
What Excel version do I need to use the model?
The model works on Microsoft Excel 2016 or newer (Windows and Mac), Excel 365, and Excel Online. It also opens in Google Sheets, though some advanced formulas render best in Excel. No macros required, no add-ins to install.
Does it pull live market data automatically?
No. The model uses manual price updates (you enter current prices when you want to refresh) — by design. This keeps it 100% offline, no add-ins, no broken data feeds, no subscription. Updating 10-30 positions takes about 5 minutes a month.
Which asset classes are supported?
Equities (individual stocks), ETFs, bonds, mutual funds, real estate holdings, cryptocurrency, and cash. The model handles multiple currencies and tax lot tracking (FIFO / LIFO / specific-ID). Options and derivatives are not supported.
What info do you need to customize the model to my portfolio?
For Standard and Premium: your current positions (ticker or asset name, quantity, cost basis), target allocation by asset class, and your chosen benchmark. I'll send a simple 1-page questionnaire after you order. Takes 10-15 minutes to fill.
How is this different from Personal Capital, Yahoo Finance, or my brokerage dashboard?
Those tools give you a partial view of one account and hide the calculations. This model consolidates every account and asset class you own into one dashboard, with Sharpe, beta, max drawdown, and a tax-aware rebalancing plan — every formula visible and editable.
