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DIY Portfolio Manager

by yaico

Easily Manage & Monitor all your Stock Trades and Investments right in Excel.

Monitor and manage your personal investment portfolio like a professional Investor with the DIY Portfolio Manager. Just get started in seconds, our quick and intuitive tutorial will guide you through the first steps and show how to track your investments.

These features make the DIY Portfolio Manager a tool that you don´t want to miss:

  • Easy to use, just enter your trades and dividends - everything else is done for you

  • Automatically updated stock quotes by ticker symbol, ISIN or German WKN

  • Manage multiple portfolios in one Excel Sheet

  • Numerous intuitive charts and diagrams visualize all aspects of your portfolio

  • FiFo based calculations like used by by the tax authorities or professional investment funds

  • Professional Key Performance Indicators like Internal Rate of Return and Time Weighted Rate of Return

  • Compare your performance to benchmarks like Dow Jones, DAX, Nasdaq

App capabilities

When this app is used, it
  • Can read and make changes to your document
  • Can send data over the Internet

At a glance

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