Is the portfolio tracker free?

Yes. You can upload an Excel export and see your live portfolio, P&L and valuation models without paying or subscribing.

Do I have to connect my brokerage account?

No. You upload an Excel or CSV export that you control — there is no need to share brokerage login credentials.

Which brokers are supported?

Any broker that lets you export holdings or transactions to Excel/CSV. The parser maps common column layouts, and there's a guide for building a compatible sheet by hand.

Can it track dividends and capital gains?

Yes. It tracks dividend income and computes FIFO realized capital gains from your transaction history.

Free Portfolio Tracker

Turn your broker's Excel export into a live portfolio dashboard. See profit and loss, dividends, position weights and valuation models update with real prices — without typing a single trade by hand.

Live P&L
Real prices pulled in automatically, per position and total.
Dividends
Income tracked and projected across your holdings.
Weights & allocation
See concentration and diversification at a glance.
Valuation built in
DCF, reverse DCF, Graham number and Monte Carlo on each stock.
FIFO capital gains
Realized-gain reports straight from your trade history.
No manual entry
Upload a broker Excel export — that's it.

Upload your Excel Explore a demo

How it works

Export your holdings or transactions from your broker as an Excel/CSV file and upload it. TrimmTrack parses the columns, matches each ticker to live market data, and builds a dashboard with current value, profit and loss, dividends and position weights. From there you can run valuation models on any holding and generate a FIFO capital-gains report — all without re-keying your trades.

Why a spreadsheet-based tracker?

Your broker already has your data; the problem is that a static spreadsheet goes stale the moment prices move and can't value a business or compute realized gains. TrimmTrack keeps the convenience of Excel — you own the file, no linking of bank credentials — while adding live prices, dividends and valuation on top. It is free to use and requires no subscription to see your portfolio.

Your data stays yours

You upload a file you control rather than connecting a brokerage login. Prefer to start from a clean sheet? The upload page includes a guide for building a compatible Excel from scratch, so you can track holdings even if your broker's export is messy.

Frequently asked questions

Is the portfolio tracker free?: Yes. You can upload an Excel export and see your live portfolio, P&L and valuation models without paying or subscribing.
Do I have to connect my brokerage account?: No. You upload an Excel or CSV export that you control — there is no need to share brokerage login credentials.
Which brokers are supported?: Any broker that lets you export holdings or transactions to Excel/CSV. The parser maps common column layouts, and there's a guide for building a compatible sheet by hand.
Can it track dividends and capital gains?: Yes. It tracks dividend income and computes FIFO realized capital gains from your transaction history.

Start tracking in under a minute

Upload your broker's Excel export and watch your portfolio come to life with live prices and valuation.

Upload your portfolio Try a demo first