Portfolio | Track & Manage Your Stock Portfolio

📂

Choose Excel File

Drag and drop your file here or click to browse

📄

portfolio.xlsx

24 KB

📋

Excel Template

Download our standard format (.xlsx only)

📌 Import Requirements

Only one portfolio can be imported at a time
Please use the provided Excel template for the import
Portfolio Name is mandatory and must not exceed 50 characters
The file must contain at least one valid stock
Symbol, Purchase Date, Purchase Price ($) and Quantity columns are mandatory
Purchase Date format must be DD-MM-YYYY should not be a future date.
Quantity must be a positive number with a maximum of 8 digits
Invalid or unknown stock symbols will be rejected and displayed in an error message
You can import a maximum of 200 stocks
Only .xlsx files are supported

✓ Max 200 stocks

✓ .xlsx format only

✓ Name ≤ 50 chars

✓ Positive quantities

0 characters

Quick Templates

Value Investing

Low P/E, high dividend yields

Growth Strategy

High revenue growth, tech focus

Momentum Trading

RSI, moving averages

Dividend Aristocrats

Consistent dividend payers

Quality Investing

Strong fundamentals, low debt

Small Cap Growth

Emerging companies under $2B

ESG Focused

Environmental & social criteria

Blue Chip Stocks

Large cap, stable companies

Sector Rotation

Cyclical sector allocation

Contrarian Strategy

Undervalued, out-of-favor stocks

Income Generation

High yield dividend & REITs

Index Tracking

Replicate S&P 500 performance

Add Stocks