Portfolio Tracker

Free Google Sheet template for asset-allocation tracking, rebalancing, and portfolio dashboards.

Webfreeglobal

Portfolio Tracker is a free Google Sheets template for tracking investment asset allocation and simplifying portfolio rebalancing. It includes interactive dashboards, near-real-time market quotes, and support for assets spanning multiple asset classes, such as target-date funds. It's aimed at individual investors who want a free, spreadsheet-based alternative to paid portfolio-tracking software.

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Problem & pain-point mapping
Who we surface it to (audience fit)
What it's a strong alternative to
Trust & credibility signals

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