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Your entire portfolio.
One spreadsheet.

The professional portfolio tracker they never taught you about. Track stocks, ETFs, crypto, gold, silver and more — all in one beautifully designed Excel file. Completely free.

NobodyToldMike Portfolio Tracker Preview 📊 Microsoft Excel .xlsx — Free Download

What's inside

5 sheets. Everything you need.
Nothing you don't.

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Sheet 1

Dashboard

Your complete portfolio at a glance. Total value, total invested, P&L, asset allocation breakdown and top 10 holdings ranked by value — all auto-calculated.

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Sheet 2

Holdings

The engine of the tracker. Add every asset you own. Auto-calculates current value, unrealised P&L, portfolio weight and FX conversion. Supports unlimited holdings.

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Sheet 3

Transactions

Log every buy, sell and dividend. Tracks total invested, realised gains, fees paid and dividend income. Your complete investment history in one place.

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Sheet 4

Dividends

Monthly dividend calendar showing exactly when and how much you get paid. Annual income total, per-holding breakdown and month-by-month cashflow view.

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Sheet 5

Price Update

One sheet to update all your prices. Change a price here and it flows through the entire tracker automatically. Makes weekly updates take under 2 minutes.

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Bonus

Full Guide

Step-by-step instructions built right into the file. How to add assets, log transactions, track dividends and get the most out of every sheet — no guesswork needed.

Supported Asset Classes

Track everything in one place

Stocks
ETFs
Cryptocurrencies
Gold
Silver
Real Estate / REITs
Bonds
Other Assets

"The first step to building wealth is knowing exactly what you own, what it's worth, and what it's doing for you."

— NobodyToldMike

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