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Investment Portfolio Tracker
Monitor holdings & calculate real returns
Track every position in your portfolio with automatic gain/loss calculation, return percentages, and allocation breakdowns. Includes a separate dividend tracker to monitor passive income. The same metrics professional advisors use to evaluate portfolio performance, now in your hands.
What's included:
- ✓Holdings tracker with cost basis & current value
- ✓Automatic gain/loss and return % calculation
- ✓Portfolio allocation percentage breakdown
- ✓Dedicated dividend income tracker
- ✓Supports stocks, ETFs, bonds & mutual funds
Want the complete toolkit?
Get all 5 templates for $39 (save 38%)