Free AI Portfolio Tracker Excel Template with Auto-Dashboard

AI-Powered Portfolio Tracker in Excel

Stop wasting hours in spreadsheets. Track everything in 2 minutes.

To download : https://kyootek.gumroad.com/l/pydqym

What's included:

• Automated portfolio dashboard — zero manual calculations

• Holdings tracker (stocks, ETFs, bonds, crypto, cash)

• Live Gain/Loss calculations

• Automatic allocation weighting by asset class

• Performance vs. benchmark comparison

• Professional design (ready to show clients)

• Realistic example portfolio to start immediately

The problem: Excel portfolio tracking is manual, error-prone, and takes 3–5 hours/month to maintain.

The solution: This template automates it all. Set it once, add transactions, watch it update in real-time.

This is the FREE version. Serious portfolio managers upgrade to Premium (includes tax optimization, dividend forecasting, risk analysis).

To download : https://kyootek.gumroad.com/l/pydqym

Perfect for:

→ Financial advisors who need a fast client portfolio viewer

→ Serious investors with 5+ positions

→ Anyone tired of manual spreadsheet updates

Instant download. No credit card. Forever free.

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To download : https://kyootek.gumroad.com/l/pydqym

Видео Free AI Portfolio Tracker Excel Template with Auto-Dashboard канала Kyootek_AI_Finance