 PortfolioXL is a portfolio tracking add-in for
Microsoft Excel. It allows you to create a portfolio
of stocks which can be updated intraday. You specify
certain tickers, the purchase price and date, and
PortfolioXL monitors the price value of your portfolio
and your transaction history. It also displays the
current value of your stocks.
PortfolioXL downloads free delayed stock, index
and options quotes from Yahoo! Finance. You can
download data from markets in over 50 countries
worldwide. The software automatically generates
transaction history in a separate worksheet named
[Portfolio Name]_Transactions.
Key features summary:
- Free 15-minute
delayed stock, index and mutual fund quotes
from Yahoo! (more than 50 markets covered worldwide)
- Several portfolios
can be tracked in one workbook
- Automatically
generates transaction history
- One-click data
update
Additional information:
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