Asked on 27 Dec 2019
Do you have any recommendation on any portfolio tracker excel template or app? Preferably free!
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.
15 Jan 2020
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.
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?"
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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