Excel Portfolio Tracker That Shows You Exactly Where You Stand
Designed for long-term compounding focused investors
Track performance, allocation and returns clearly in one simple excel system — built for serious long-term investors.
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Know your real portfolio performance (not just up/down)
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See allocation and risk instantly
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Make better long-term decisions instantly
Used by 100+ investors managing real portfolios
"This feels like a professional system, not a spreadsheet."
30-Day no-questions asked refund
No subscription | One-time purchase | Instant access
Used by 100+ investors managing real portfolios with a long-term, compounding approach
“For the first time I actually feel in control of my portfolio. Everything is structured and I know exactly what I’m doing.”
— Nathan (Devon, UK)
“This isn’t just a tracker, it changed how I make decisions. I’ve stopped guessing and started making structured decisions.”
— Tamara (Chicago, IL)
“This feels like a professional system, not a spreadsheet. It’s how investing should be done if you’re serious about it.”
— Nilesh (Delhi, India)
(c) Compounding investor 2026
A Complete Investing System — Not Just a Tracker
Track performance, optimise allocation, and make disciplined long-term decisions — all in one structured system.
Portfolio System Modules
Valuation Engine → True portfolio value & real return.
Performance Tracker → CAGR, contributions, performance v plan.
Dividend Strategy Engine → Income quality & sustainability.
Allocation Engine → Portfolio weighting & rebalancing.
Compounding Plan → Long-term growth and trajectory.
Drawdown Plan → Lifestyle planning and income targets.
Example: Dividend Strategy Engine — assess sustainability & long-term income potential
Budget → Invest → Track → Optimise → Compound
Everything works together — inputs in one module automatically update your entire system. Used by investors to track, optimise, and compound their portfolio with clarity and discipline.
Delivered as downloadable Excel & Google Sheets files - ready to use immediately
Most Investors Fail Because They Don’t Have a System. This Gives You One.
Choose between setting it up yourself - or having it fully built for you
START HERE
Complete Investment System
Everything you need to track, evaluate, and manage your portfolio — including long-term planning and drawdown.
✔ Track your portfolio in one place
✔ Make structured investment decisions
✔ Manage allocation and rebalancing yourself
£99 Do it yourself
No subscription | One-time purchase | Instant access
30-day no-questions refund
Most Popular
Start with your portfolio fully set up (recommended)
Everything included in the full system — fully set up for your portfolio.
Done for you:
✔ We set up your portfolio for you
✔ Fully built, ready-to-use system
✔ Structured to match your strategy
✔ 20-minute walkthrough so you understand everything
£129 We set it up for you
Includes 20-min walkthrough so you fully understand the systemm
Start with a fully built system - not a blank template
Used by 100+ long-term investors managing real portfolios
Built from a system used to manage real portfolios over 15 years
Learn the System
Most investors don't fail because of knowledge — they fail because they don't have a system. These short guides show you exactly how to build one.
