Portfolio Tracking Tools

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Dan what’s a decent tool I can use to track my holdings that provides custom rates of return from different starting dates, takes into account dividends, DCA etc..Just need a clear picture of monthly and yearly returns for each holding and also combined, thanks.

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Asked on December 23, 2025 9:32 am
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Portfolio Performance should get you about 95% of what you are looking for. Free, but a bit daunting to use, but after a couple months you will see how powerful it is.

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Posted by bpl521@outlook.com
Answered on December 29, 2025 12:17 pm
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That is actually a tricky one. I've never used a portfolio tracking tool. I just have a spreadsheet that I input share counts and total dollar amounts. It factors in withdrawals/deposits/etc and gives you a return.

I think people try to complicate this a bit too much. The way my dividends are tracked is they're deposited in cash in my accounts. Then, when I buy something with them eventually, they're added to my total dollar amount, which my portfolio would not factor in as a deposit, so it would add to my overall return.

However, I am someone who pays 0 attention to the dividends I am receiving. I do know lots like to track their dividends.

I know Snowball Analytics is a pretty user friendly platform but I am not sure it's going to give you want you want in terms of different starting dates, DCA buys etc. However, it might. I have never actually used the platform myself.

The one I think MIGHT actually do what you want it to do is Sharesight. However, it is quite expensive, I think around $250 CAD a year.

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Posted by Dan Kent
Answered on December 26, 2025 11:11 am