top of page

Excel Portfolio Dashboard

This Excel-based Stock Portfolio Tracker is designed to monitor and manage investments with ease. By inputting market transactions on a separate sheet, users can track their portfolio holdings, calculate profit and loss (PnL), and analyze daily performance. The dashboard provides a comprehensive view of market value, historical performance, and portfolio breakdown.

Entering every transaction made and corresponding information required into a separate sheet:

Screen Shot 2024-11-17 at 14.33.15.png

The dashboard automatically uptades based on the transactions entered. Here, portfolio value, gains and losses, holdings and historical charts could be observed in one place. 

Screen Shot 2024-11-17 at 14.32.54.png
bottom of page