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1.2 – Portfolio Tracking Spreadsheet: 12 Metrics Every Investor Should Track In Excel
Most investors track their portfolio. Far fewer track the metrics that actually improve investment decisions. Discover the 12 essential portfolio tracking metrics every long-term investor should monitor in Excel, why each one matters, and how better measurement transforms a spreadsheet into a structured investment system.
Compounding Investor
6 days ago12 min read


1.4 — How to Calculate Portfolio Return in Excel (Without Misleading Yourself)
Most investors calculate portfolio returns incorrectly by ignoring cash contributions, dividends and withdrawals. Learn how to calculate portfolio return accurately in Excel using the right formulas and discover why proper performance measurement is the foundation of better long-term investing.
Compounding Investor
Jul 1115 min read


1.11 - Best Investment Portfolio Trackers (Apps vs Excel – What Actually Works)
Everyone wants the best investment portfolio tracker, but most tools only show balances and returns. This guide compares portfolio tracking apps, Excel spreadsheets and structured investment systems to reveal what actually improves long-term investing. Learn which features really matter, how to measure CAGR and benchmark performance, track allocation and dividend income, and build a portfolio tracking process that supports better investment decisions over time.
Compounding Investor
Apr 299 min read


1.8 - How to Track Your Portfolio Performance (The Right Way – Not Just “Up or Down”)
Most investors think portfolio performance means “I’m up 10%.”
Unfortunately, that often tells only part of the story. Deposits, withdrawals, dividends, time and benchmark selection can all distort performance measurement. Without proper tracking, investors struggle to understand what is driving results or whether their portfolio is truly compounding over time.
This guide explains how to measure portfolio performance using CAGR, benchmarking, attribution analysis & a struct
Compounding Investor
Apr 1610 min read


6.0 - Best Portfolio Tracker Excel Template (Free vs Paid + What Actually Works)
Many investors search for the best portfolio tracker Excel template but focus on tracking rather than decision-making. This guide compares free spreadsheets, paid trackers and structured portfolio systems to show what actually improves long-term investing results. Learn which features matter, what most templates miss and how Structured Compounders build systems that drive better investment decisions.
Compounding Investor
Apr 139 min read


1.0 - How to Track Your Investment Portfolio in Excel (And Why Most Investors Don't Know How They're Really Performing)
Most investors don’t track their portfolio properly — not because they’re careless, but because they don’t have a repeatable system.
This step-by-step guide shows how to track your investment portfolio in Excel, measure performance, and manage allocation with clarity.
Compounding Investor
Apr 412 min read
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