97 reviews
Portfolio tracking with built-in calculation guidance
- Track multiple asset categories in one portfolio sheet
- Enter any number of transactions per investment
- Refresh periods to archive trades and reset start values
- Built-in explanations clarify the calculations behind totals
Ideal for
- Multi-asset investors
- Dividend reinvestment records
- Periodic valuation reports
Feature Completeness
6 / 10Breadth of tools for text, tables, formulas, slides, and PDFs.Cross-Platform Compatibility
4 / 10How well files work across devices and with Microsoft or Google formats.Collaboration & Cloud
3 / 10Real-time editing, comments, version history, and sharing.
The strongest point here is how it handles ongoing portfolio monitoring with periodic valuation, transaction archiving, and dividend reinvestment in one workbook. It does ask a bit more from new investors at first, but the calculation explanations make the sheet easier to trust once the setup is in place.