Stock Portfolio Analysis Dashboard & Workbook
Track holdings, cost basis, allocation, gains, dividend income and concentration with user-entered market data and editable Excel/CSV exports.
Private business workspace. Values stay in this browser tab. Excel, CSV and PDF files are generated locally; nothing is sent to OpenFileTools.
How to use this professional workbook
- Use the sample system to understand the workflow or choose Start blank.
- Enter operating data sheet by sheet. Add rows and optional custom columns for fields specific to your business.
- Review KPIs and charts in the live Dashboard, then inspect every sheet in the download preview.
- Download XLSX for the editable working model, CSV for portable raw datasets, or PDF for a management snapshot.
Live management view
Portfolio Analysis Workbook
A professional portfolio-monitoring workbook that stays honest by using prices and fundamentals entered by the user rather than pretending to provide live market data.
Allocation by sector / asset class
Market valuePosition values
Market valueDividend income by ticker
Net dividendsPreview before you download
See every workbook section
This is a live representation of the workbook structure. Choose Dashboard or any sheet below before downloading the editable Excel, CSV, or PDF package.
XLSX · editableCSV · raw datasetsPDF · management report
Allocation by sector / asset class
Market valuePosition values
Market valueWhat stays editable?All data sheets and custom columns remain editable in XLSX/CSV. Core KPI formulas remain live where implemented. Visual chart images in the XLSX are export-time snapshots; re-export after changing browser data to refresh them.
Editable operating data
Workbook sheets
Holdings
Current holdings and user-entered pricing.
Add your own columnCustom fields are included in the live grid, XLSX, CSV package, and PDF tables.
0/12 custom columns on this sheet| Ticker | Company / Fund | Sector / Asset Class | Shares | Avg Cost / Share | Current Price | Annual Dividend / Share | |
|---|---|---|---|---|---|---|---|
The workbook is a management/planning aid, not accounting, tax, investment, legal, lending or brokerage advice. Verify decisions against authoritative records and professional requirements that apply to you.
Track holdings, cost basis, allocation, gains, dividend income and concentration with user-entered market data and editable Excel/CSV exports. Unlike a static printable, this workspace is designed to be edited repeatedly and exported as reusable operating data.
Build a useful operating workbook
- Replace the example rows with your own operating data.
- Keep categories and naming consistent so dashboard summaries remain meaningful.
- Export XLSX for ongoing work or the CSV package for BI, accounting or database workflows.
How OpenFileTools processes it
Local processing, explicit choices.
The browser keeps editable rows in local React state, calculates dashboard KPIs from those rows, and generates XLSX/CSV files only when you request a download. No workbook values are sent to OpenFileTools.
Questions, answered.
Is my data uploaded?
No. Batch 3 workbooks, trackers and calculators run locally in this browser tab and generate downloads on your device.
Can I edit the downloaded workbook?
Yes. The XLSX data sheets are editable, and CSV exports are included for data-oriented workflows. Dashboard formulas and analysis are described clearly in the workbook.
Related guide
Read the related guide