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Portfolio tracker
Live prices, sector allocation, gain and return, plus an annual broker cost tab. Google Sheets.
In progress
A discounted cash flow calculator is next, followed by a downloadable DCF model for Excel and Google Sheets. Both will run in the browser or in your own file, with no account and no data leaving your machine.
If there is a calculation you keep doing by hand, it is worth telling us about. The fee tracker exists because working it out manually every quarter got tiring.
Start with the tracker
It is the one that answers the question this site is built around: what is this actually costing me a year.
Get the spreadsheet