Popular
Business
Etsy Seller Profit & Business Dashboard
An interactive offline dashboard for Etsy sellers to track sales, fees, costs and true profit — with a CSV import wizard and pricing calculators.
Business
Investment Portfolio Tracker
£9.99
An interactive tool for tracking investment holdings, allocation and performance in one organised dashboard.
- Holdings and allocation overview
- Performance tracking layout
- Organised, interactive dashboard view
- Built for personal, self-directed portfolio tracking
Buy on Etsy
You'll be taken to Etsy to complete your purchase securely.
Compatibility: Designed to work in a modern desktop web browser. Check the Etsy listing's compatibility notes before purchasing if you plan to use it primarily on a phone or tablet.
Overview
Investment Portfolio Tracker gives you an interactive dashboard to record your holdings, track allocation across categories and follow performance over time, without building your own spreadsheet formulas from scratch.
Features
- Holdings and allocation overview
- Performance tracking layout
- Organised, interactive dashboard view
- Built for personal, self-directed portfolio tracking
What's Included
- The interactive digital tracker application (delivered as a downloadable file via Etsy)
- A getting-started / setup guide
Screenshots
How It Works
1
Choose Your App
You've found it — Investment Portfolio Tracker.
2
Purchase on Etsy
Use the Buy on Etsy button above to complete your purchase.
3
Download Your Files
Receive the digital files associated with your purchase.
4
Follow the Setup Guide
Use the included instructions to get started.
5
Start Using It
Begin organising with Investment Portfolio Tracker.
Compatibility
Desktop & Laptop
Best experience on a desktop or laptop browser (Chrome, Edge, Firefox or Safari).
Mobile & Tablet
Mobile and tablet compatibility varies by device and browser — please review the Etsy listing before buying if this matters to you.
Offline Use
See the Etsy listing for confirmation of offline support for this specific product.
Important Notes
Please read before purchasing
This tool is for personal organisation only and is not financial advice. Compatibility can change as the product is updated — always check the current Etsy listing description. This is a digital product — no physical item will be shipped. All sales, checkout and delivery are currently handled by Etsy.
FAQ
No — figures are entered and tracked manually inside the tool; it does not connect to external accounts or feeds.
No. It's an organisational tool only. For financial advice, please speak to a qualified financial adviser.
Related Products
Business
Small Business Bookkeeping & Payroll
An interactive bookkeeping and payroll organisation tool built for small business owners.
Productivity
Subscription Tracker Dashboard
An interactive dashboard for tracking every subscription you pay for, spotting renewals early and deciding what to keep or cancel.
Need Help?
Visit our Support page for setup help and troubleshooting, or get in touch if you have a question about this product.