Stock Portfolio Tracker In Excel - The Excel Hub

Track every stock position, P&L, and daily return in one clean Excel dashboard - no Bloomberg subscription required.

WHAT'S INCLUDED:

→ Dashboard with 8 live KPI cards (Total Value, P&L, Best/Worst Performer)

→ Holdings sheet — log your positions once, formulas do the rest

→ Prices sheet — update in 60 seconds from your broker

→ Conditional formatting — winners and losers visible at a glance

→ Supports up to 50 positions

→ Industry-standard colour coding (blue = inputs, black = formulas)

DISCLAIMER: Although I have taken great care to check all of the calculations, I am not a qualified accountant or financial advisor and you should not use this video to substitute financial advice. Make sure you talk to your own accountant before you use this calculator to make any financial decisions.

Please note that due to the digital nature of these templates, all sales are final and non-refundable. If you have any questions before purchasing, feel free to reach out (theexcelhub@outlook.com) - we're happy to help.