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Template files and a getting-started guide
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Excel
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Stock & Fund Portfolio (Free)
Free edition, ready to use: log stock and fund trades and see units held, average cost, market value and profit or loss per holding. Excel file that also works in Google Sheets. Upgrade to Premium any time.
FreeOne-time purchase
Test mode · No real payments
Free vs Premium
| Free | Premium | |
|---|---|---|
| Trade log + average cost | ||
| Portfolio value + P/L per holding | ||
| Realized gains | ||
| Dividends, withholding tax & yield on cost | ||
| DCA & rebalancing plan | ||
| Total return & allocation dashboard | ||
| Sheets | 4 sheets | 7 sheets |