Can you suggest a good Portfolio Spreadsheet

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I am relatively new to Stocktrades.ca
Really like your service, the reports and various lists. Great value. I have always invested through advisors, that is, up to last year (2019). Now, everything we have has been moved to self directed, with help from your advice. I am in the twilight of a mediocre career. My RRSP has been rolled over to a RRIF (age). I also have TFSA, my wife has RRSP, RRIF and TFSA. Can you suggest a good Portfolio Spreadsheet that I should look into please. Thanks for all your great work and information.
Wishing you, family and staff a HAPPY, HEALTHY & PROSPEROUS 2021

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Asked on December 30, 2020 3:34 pm
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I have been using "Portfolio Slicer" now for two years and while it can be hard to set up once mastered it is really good. It also has a Power Bi version. The spread sheet support is awesome and there are many contributors.

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Posted by Harold Heyermans
Answered on January 1, 2021 10:28 am
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Hey there! I had mentioned to another member not too long ago, we really do like how StockRover does their portfolio tracking. And, it also has it so that it imports your positions straight from your brokerage. The one thing I'm not sure of, is if the portfolio tracking is available with their free membership.

StockRover is going to tell you things like sharpe ratios, drawdowns, dividend payments, yield on cost, and SO much other stuff for your stocks.

www.stockrover.com

Try the free plan out and let me know if the portfolio tracking helps you.

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Posted by Dan Kent
Answered on December 31, 2020 8:28 am
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