Manage a portfolio the way analysts do.
A complete equity portfolio tracker covering holdings, performance, allocation, income, and risk in one analyst-grade dashboard.
Stock Investment Portfolio Dashboard is a professional tracking and analysis system for equity investors. It consolidates every holding, transaction, and dividend into a single workbook, then presents performance, allocation, and risk in the format an investment committee would expect.
Most investors know their account balance but not their actual return, their true sector concentration, or the contribution of each position. This dashboard closes that gap: cost basis, realised and unrealised gains, income, and weighting are calculated automatically from a simple transaction log.
The result is disciplined portfolio management. Decisions to add, trim, or exit are made against evidence rather than instinct, and the full history remains auditable in a file you own.
Broker statements show balances, not time-weighted return or contribution by position.
Sector or single-name exposure drifts well beyond intended limits without being noticed.
Transactions and dividends live across multiple brokers and spreadsheets.
Without structured reporting, rebalancing decisions get postponed indefinitely.
Every position, cost basis, and return calculated in one consolidated view.
Allocation and concentration charts expose exposure before it becomes a problem.
Contribution analysis shows which holdings actually drive results.
A full transaction and income history retained in a file you control.
All positions across brokers in one place, with live cost basis and market value.
Buys, sells, splits, and fees recorded once and flowed into every calculation.
Separate visibility on booked profit and paper performance for tax and review.
Return by position, by sector, and at portfolio level over selected periods.
Weighting by sector, geography, and asset class against your target model.
Income received, yield on cost, and projected forward income.
Highlights positions exceeding defined exposure thresholds.
Measure portfolio performance against a chosen index rather than in isolation.
Shows the trades required to return the portfolio to target weights.
Track candidate positions with your own valuation notes alongside the live book.
Presentation-grade charts of portfolio value and return over time.
Add custom metrics, columns, or asset classes without breaking the model.
Know actual performance net of costs, not just account balance.
Concentration is monitored continuously instead of discovered late.
Automated consolidation replaces manual statement reconciliation.
A repeatable structure makes portfolio reviews routine.
Produce a structured performance and allocation review on a fixed cadence.
Identify drift from target weights and calculate the required trades.
Export realised gains and dividend income in an organised, auditable form.
Advisers present holdings and performance in a consistent, professional format.
Representative interface previews. [Replace with final product screenshots.]
Systems designed by practitioners who have built reporting for real operating businesses.
Executive presentation quality — output that can be shown to a board without reformatting.
Every view answers a decision, not merely displays a number.
Direct, personal email support from the person who built the system.
Current modelling and reporting conventions, delivered in familiar tools.
Built to be used on Monday morning, not admired in a demo.
Stock Investment Portfolio Dashboard is built for Microsoft Excel (Windows and macOS, Microsoft 365 or Excel 2019+) and opens in Google Sheets with equivalent functionality preserved wherever possible.
There is no installation. After checkout you download the workbook, open it, and replace the sample inputs with your own. A quick-start guide walks through first-time setup in a few minutes.
Yes. Improvements and new versions are published to the same Gumroad purchase, so you can re-download the latest release at any time at no extra cost.
A commercial licence for use inside your own business or client engagements. Redistribution or resale of the files as a product is not permitted.
Direct email support at umeadiobed@gmail.com. Questions on setup, formulas, and adapting the model to your business are answered personally.
Completely. Nothing is locked or password-protected — every input, formula, chart, and layout is open and editable. Custom build requests can be discussed on a consultation call.
Because this is an instantly delivered digital product, refunds are handled case by case through Gumroad. If the product does not work as described, contact support and it will be resolved.
Stock Investment Portfolio Dashboard is best suited to teams that already hold the underlying data but lack a structured, repeatable way to turn it into decisions and reporting.
A complete equity portfolio tracker covering holdings, performance, allocation, income, and risk in one analyst-grade dashboard.