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English
$
USD
I will build a custom investment portfolio tracker in excel
About this Gig
I will build you a custom investment portfolio tracker in Microsoft Excel designed to your exact holdings and how you track your money each week.
What you get:
- Your stocks, ETFs, or funds with shares and purchase price entered
- Auto-calculated current value, gain/loss in dollars, and percentage
- Dividend and distribution tracking with estimated annual income
- Clean, color-coded formatting is easy to update weekly
- Delivered ready to use, just enter your current prices each week
I manage my own dividend and covered call portfolio and built this tracker for personal use. You get a working tool built by someone who actually uses one, not a generic template.
To get started just send me your ticker symbols, number of shares, and purchase price. That's all I need.
Platform:
Excel
Development technology:
Excel
•
VLOOKUP
Expertise:
Formatting
•
Fixing
•
Formulas
•
Dashboard
•
Charts
FAQ
What information do I need to provide?
Just send me your ticker symbols and number of shares. I'll populate a few sample numbers so you can see it working, then you update it with your own figures — your financial details stay private.
Can you add more holdings after delivery?
Yes. Revisions are included in every package.
Does this work on Mac and PC?
Yes. Delivered in standard Excel format compatible with both.
Can you track multiple accounts?
Yes. The Standard and Premium packages support multiple accounts.
Do I need Excel skills to use it?
No. Just update your current prices and everything calculates automatically.
