Global Investment Portfolio Tracker – Multi-Asset & Dividend Dashboard

You know what you own. Do you know what it’s actually doing? Most people can name their holdings. Almost nobody can tell you their real return, how much of their balance the market handed them versus how much they earned at a job, or which asset class has quietly drifted 10 points off target.

The Stackwise Investment Portfolio Tracker fixes that in about ten minutes — and then keeps fixing it, ten minutes a month, forever.

What’s inside:

1. The Tracker (Excel spreadsheet) Nine tabs, five live charts, zero setup headaches. Type in what you own and the dashboard builds itself:

• Holdings — cost basis, gain/loss, yield on cost, and each position’s true weight in your portfolio

• Dividends — log every payment, see income by month, and forecast next year’s dividends automatically

• Contributions & Growth — the tab nobody else has: it separates what you added from what the market added

• Rebalance — target vs. actual allocation, drift in percentage points, and the exact dollar amount to buy or trim

• Watchlist — what you want to own and the price you’ll pay, with an automatic BUY ZONE flag

• Dashboard — portfolio value, total return, annual dividend income, best and worst performer, and five charts that redraw themselves

2. The Printable Guide (8-page PDF)

• Setup walkthrough

• The 10-minute monthly routine, how to read your own numbers without panicking

• Plain-English glossary. Print it. Stick it on the fridge.

3. A blank copy Explore the filled-in sample portfolio first, then start clean with the blank version. Both included.

Why people keep it open:

• Works in Excel, Google Sheets, and Numbers — no macros, no add-ons

• Manual prices by default, with optional live-price setup included

• Handles multiple accounts — 401(k), IRA, Roth, HSA, brokerage Stocks, ETFs, index funds, bonds, REITs, cash and crypto

• Instant digital download — set up before your coffee goes cold

• Yours forever, reusable every year

Whether you hold three index funds or thirty positions, this turns a pile of brokerage tabs into one honest screen.

Stack money. Be wise.

Digital product — no physical item shipped. Educational content, not personalized financial advice.