Portfolio Performance Tracker

Get a 360 degree view of your investments in real time

Keeping track of your portfolio can be time consuming and it becomes a bit of a hassle logging into different accounts just to see how they’re getting on. But with our Portfolio Performance Tracker, you get an overview of your investments in real time all in one space, making portfolio management 10 times easier.

All you have to do is input the figures specific to your investments. Once that’s done, the spreadsheet does all the magic for you. No more logging into your investments? Now we’re talking!

You get all the worksheets for free with our membership.