A professional-grade portfolio tracker in Google Sheets and Excel. See your actual P&L, dividend income, and watchlist in one place.
No. It works in Google Sheets, which is completely free. You'll receive both the .xlsx file and a link to copy the Google Sheets version to your own drive.
A download link is emailed to you instantly after payment. Click the link and save the file — it's yours forever.
Absolutely. It's your spreadsheet once you download it. Unlock any sheet and customise it to fit your exact setup.
The Google Sheets version uses the built-in GOOGLEFINANCE formula to pull live prices automatically. The Excel version uses static entries — you update prices manually.
Charts, entry signals, and sector picks for beginners. 40-page PDF.