Portfolio Slicer
Free Excel workbook (template) for investment tracking
Portfolio Slicer is a free Excel-based investment tracker for people who want deeper portfolio analysis.
Track stocks, ETFs, mutual funds, cash, dividends, and multi-currency portfolios using your own data in Excel, with powerful historical reporting and full control over your setup.
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What Portfolio Slicer Does
Portfolio Slicer helps you track your investments in Excel using structured source data and prebuilt reports. Instead of showing only what your portfolio is worth today, it helps you analyze how your portfolio has changed over time.
With Portfolio Slicer, you can review historical holdings, capital gains and losses, dividend income, cash balances, allocation targets, and performance across different reporting periods. You can also work with investments held in different currencies and compare results across multiple report currencies.
See It In Action
Portfolio Slicer includes prebuilt reports for dashboards, holdings, portfolio movement, dividends, and other portfolio analysis views.
Why People Use It
Portfolio Slicer is designed for investors who want more control and more detail than a typical portfolio snapshot tool can provide.
It may be a good fit if you:
- prefer working in Excel
- want to track your own transactions directly
- care about historical performance, not just current value
- need multi-currency reporting
- want flexibility to inspect and customize the workbook and reports
How It Works
Portfolio Slicer combines three things:
- Your portfolio data in Excel tables
Accounts, symbols, transactions, currencies, allocations, and other source data are maintained by you. - External market data files
Quotes, currency exchange rates, dividend data, and date tables are loaded from external files. - Prebuilt Excel reports
Once data is refreshed, Portfolio Slicer updates a large set of investment reports built on top of the data model.
This approach gives you more control than most portfolio trackers, but it also means setup takes some effort. Portfolio Slicer works best for users who are comfortable managing their own investment data.
Key Features
- Track stocks, ETFs, mutual funds, indexes, cash, and dividends
- Analyze portfolio performance over time
- Report in up to three currencies
- Compare results against market indexes
- Keep all investment transactions in one place
- Use open Excel-based files rather than a closed black-box system
- Build or customize your own reports if you are comfortable with Excel and Power Pivot
Important Compatibility Note
Portfolio Slicer v3.x is intended for Windows users with a supported Excel environment. Before downloading, review the system requirements and installation guide to confirm that your setup is compatible.
Who It Is Not For
Portfolio Slicer may not be the right fit if:
- you want automatic broker syncing with no manual data maintenance
- you only need a simple current-value snapshot
- you do not want to work in Excel
- you are using an unsupported platform or Excel setup
User Reviews
A few comments from Portfolio Slicer users:
- “The tool takes some time to set up, but offers comprehensive analysis.” - R.P., The Motley Fool
- “Portfolio Slicer is an amazing tool to track your investments and build your own portfolios using Excel. The flexibility and the ability to create unlimited own reports makes Portfolio Slicer the best portfolio tracker I have had.” - Jonathan Schon
- “This is a really simple but very powerful spreadsheet and is far better than anything I’ve ever seen on the web. A brilliant piece of kit and highly recommended to any enthusiastic investor.” - Jimbo
- “I’m still using it regularly and it’s pretty much everything I wanted Quicken to be.” - m3s
Next Steps
If Portfolio Slicer looks like a fit for your workflow, start here:
Portfolio Slicer is built for investors who want transparency, flexibility, and deeper historical insight from their own data.