Welcome to Portfolio Slicer - Excel workbook for investment tracking & performance measurement

Portfolio Slicer is a free (for personal use) Excel workbook that lets you track your investments (stocks, ETFs, Mutual Funds) your way. It is designed for advanced Excel users who want to use the freedom and power of Excel for their investment performance measurement. Portfolio Slicer is much more than Excel template - it is actually Excel + Power Pivot application.

If you are serious investor, you know how important is to save history of all your transactions for tax filing and performance analysis. Many investors use Excel to save all their trading transaction information. Portfolio Slicer uses such information from Excel and lets you build very advanced reports that shows how your investments were doing at any point in time. Hardest part in setting up Portfolio Slicer is to enter your transactions. But if you will do that, you will be rewarded with very nice looking analytic reports.

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Portfolio Slicer News

  • New Portfolio Slicer version 0.8.1 released
    Published by Portfolio Slicer - 2014 March 14

    Mar 14, 2014 - New version 0.8.1 of Portfolio Slicer released. This is minor release that includes following changes:
    - This version now works with Excel 2013 Service Pack1 (SP1)
    - There are few small bug fixes reported by users
    - Code was tuned to perform better

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  • New Portfolio Slicer version 0.8.0 released
    Published by Portfolio Slicer - 2013 December 01

    Biggest change for this release is introduction of Portfolio Slicer cloud database server. Until this release users had to setup PowerShell scripts to download quotes and exchange rates from different websites. This release removes need for any of these scripts. In this release Portfolio Slicer contains just one Excel workbook that connects to our "cloud" database and provides necessary data for your investment portfolio analysis.

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Screen Shots