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.
Check online demo here.