Asked by Anonymous
Asked 4w ago
Do you have any recommendation on any portfolio tracker excel template or app? Preferably free!
If you sign up for brokerages, under the portfoilo tab they track the prices of the stocks you purchased. This is a free feature
I highly recommend stocks.cafe.
Cheapest stock portfolio tracker that has a ton of features.
You can easily view all your dividends, XIRR performance, profit/loss, yields, and many other metrics.
Try out the free trial to get a feel of it.
Just use your brokerage platform. It already listed all your trades, losses and profit. They should allow you to export over to excel if necessary.
Yahoo Finance - Free, comprehensive information on instruments, and let's you change the currency you view it in, create multiple sub portfolios and shows payout info.
Folks have recommended stocks cafe which is decent but the free tier only allows a fixed number of holdings beyond which the fee is 39/year
Stocks.cafe automatically tracks your dividend payout too! Really smart platform, however, to operate such a smart platform one is required to pay fees. That being said, there is a free trial you could try before committing!
Alternatively, you could use the free one's on Bloomberg, CNBC, and Investing.com (one of the most exhaustive finance app there is with various asset classes on it!)
I also chanced upon simplywall.st and really enjoy the interface, very visually-appealing. However, it tracks a limited number of stocks and would require you to pay should you have more stocks to track.
I second stocks cafe. The data I can gather from it becomes essentially part of my own financial tracking process (which is still mainly excel).
Hey there, you can try using Investing.com app, or at least for Android, there is this My Stocks Portfolio app which I am using. Pretty sleek and great!
Many people are saying stocks cafe.
Here is a rave review about it I saw recently in our community:
"After talking to XYZ, I gave Stocks Cafe a shot. Now I'm damn tempted to move away from Investment Moat's Stock Blueprint Google Sheet to a paid subscription on Stocks Cafe. Damn you XYZ 🤣🤣🤣 Has anyone subscribed to Stocks Cafe yet?"
I have been using Yahoo Finance, they are pretty good if you just want to keep track of the current status of your portfolio. But they do include dividend returns
Personally, I tracked mine via a customised excel sheet.
There have been some reviews on Stock Cafe. Give it a shot.
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