Get Your Dashboard in 3 Simple Steps
No technical skills required. Seriously.
Import Holdings
Upload your portfolio data from brokerage statements or manually track stocks, bonds, crypto, and real estate.
Track Performance
Monitor returns, gains/losses, and asset allocation. See your total portfolio value in real-time.
Optimize Strategy
Identify underperforming assets and rebalancing opportunities. Make data-driven investment decisions.
Everything You Need for Investment Portfolio Tracking
Powerful features that work together seamlessly
Portfolio Value
Track total portfolio value and net worth. See how your investments grow over time.
Returns Analysis
Calculate returns by asset, sector, and time period. Understand what's working.
Asset Allocation
Visualize your portfolio breakdown by asset class, sector, and geography. Maintain diversification.
Goal Tracking
Set investment goals and track progress. Know if you're on track for retirement or other milestones.
Performance Comparison
Compare your returns to benchmarks like S&P 500. Evaluate investment strategy effectiveness.
Risk Metrics
Monitor portfolio volatility and risk exposure. Balance risk and return for your goals.
Transform How You Work
Join thousands who've already made the switch
Stop checking multiple brokerage accounts - see your entire portfolio in one place
Make smarter investment decisions backed by comprehensive performance data
Identify underperforming assets and rebalance to optimize returns
Track progress toward financial independence and retirement goals
Maintain proper diversification with clear asset allocation visibility
Save time consolidating statements and calculating returns manually
Loved By Teams Worldwide
"Cut our reporting time from 2 days to 2 minutes. Game changer."
"Finally, real-time visibility into our pipeline. Best decision we made."
"ExcelDash paid for itself in the first month. Worth every penny."
Frequently Asked Questions
Start Your Free Dashboard Today
No credit card. No commitment. No complexity.
Join 10,000+ teams who trust ExcelDash
Still have questions? View pricing or read our docs