What do I need to use the Portfolio Tracker?

Microsoft Excel 2016 or later (Windows or Mac), or Google Sheets. The template works with both. No installation required — just download and open.

What's the difference between the free version and the Premium?

The free version covers the essentials: position tracking, P&L, basic charts, and portfolio value. The Premium adds AI rebalancing suggestions, performance attribution, benchmark comparisons (S&P 500, MSCI World), risk-adjusted metrics (Sharpe ratio, max drawdown), and institutional-quality reporting. The Premium is $97 one-time, or included in the Finance Pro Bundle ($249).

✓ 100% Free — No Credit Card

Get Your Free AI-Powered Portfolio Tracker

Stop juggling spreadsheets. Track all your investments — stocks, ETFs, and more — in one clean template with automatic P&L, performance charts, and portfolio analysis.

✓ Track stocks, ETFs, bonds in one view
✓ Auto-calculated P&L and total returns
✓ Portfolio performance charts (YTD & all-time)
✓ Works in Excel and Google Sheets

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What you get

Everything you need to track your portfolio

Built for individual investors who want institutional-quality tracking without the institutional-quality price tag.

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Real-Time Portfolio Dashboard

One-glance view of your total portfolio value, day gain, YTD return, and unrealized P&L. Updates automatically as you enter prices.

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AI-Assisted Insights

Built-in formulas flag concentration risk, suggest rebalancing opportunities, and highlight underperformers against your targets.

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Performance Charts

Visualize portfolio growth over time, track asset allocation drift, and compare sector exposure — all auto-generated from your data.

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P&L Tracking by Position

Cost basis, unrealized gain/loss, percentage return, and market value — broken down per position and rolled up to total portfolio level.

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Multi-Asset Support

Track stocks, ETFs, bonds, REITs, crypto, and cash positions in a single unified view. Works for individual accounts or consolidated portfolios.

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Excel & Google Sheets Ready

No macros, no add-ins, no internet connection required. Download, open, and start tracking in under 5 minutes.

Template preview

Designed for clarity, built for speed

Clean layout, color-coded P&L, auto-calculating formulas. No setup required — just add your positions and it works.

Get the Free Template →

FREE

Dashboard

Holdings

Charts

Portfolio Overview

Apr 2026

Total Value

$84,320

↑ +18.4% YTD

Day Gain

+$412

↑ +0.49%

Positions

↑ 3 sectors

AAPL45$8,302+24%

MSFT12$5,041+31%

TSLA8$2,214-8%

FAQ

Common questions

Is the Portfolio Tracker really free?

Yes, 100% free. No credit card, no subscription, no hidden fees. Just enter your email and you'll get the download link instantly. We send you the link so we can follow up with tips and occasional product updates — you can unsubscribe anytime.

What do I need to use it?

Microsoft Excel 2016 or later (Windows or Mac) or Google Sheets. No add-ins or macros required. Just download, open, and start entering your positions. Setup takes less than 5 minutes.

What's the difference between free and Premium?

The free version covers the essentials: position tracking, cost basis, P&L, and basic performance charts. The Premium ($97 one-time) adds AI rebalancing suggestions, performance attribution, benchmark comparisons (vs S&P 500 or custom), risk-adjusted metrics (Sharpe ratio, max drawdown), and institutional-quality PDF reporting. The Premium is also included in the Finance Pro Bundle ($249).

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Want to go beyond basic portfolio tracking?

Kyootek's Formation IA pour Contrôleurs Financiers — €797, 100% online — teaches AI-powered analysis skills that turn portfolio data into better investment decisions. Used by finance professionals in France, US, and Canada.

Voir la formation →