TERMINAL
For investors frustrated with Excel trackers

Your portfolio outgrew spreadsheets.

If formulas break, data goes stale, or reporting takes too long, Portfolio Terminal gives you a faster path to reliable portfolio analytics.

Import My PortfolioWatch Demo
Formula debt and hidden errors
Manual price refresh workflows
No built-in benchmark analytics

Why people leave Excel

  • A single copy-paste mistake can silently break your total return logic.
  • Price updates often rely on fragile formulas, scripts, or paid add-ons.
  • Benchmarking versus indexes usually requires extra tabs and custom formulas.
  • Spreadsheet versions multiply quickly across devices and collaborators.

What changes after switching

  • Import broker files directly and review each position before applying changes.
  • Track performance, allocation drift, and risk metrics without rebuilding formulas.
  • Compare your portfolio against benchmark indexes in one dashboard.
  • Use a workflow designed for investing, not generic cell editing.

Excel vs Portfolio Terminal

A practical comparison for users who want less maintenance and faster portfolio decisions.

CapabilityExcelPortfolio Terminal
Market value updatesManual formulas, Power Query, or VBA refresh jobsAutomatic portfolio valuation and benchmark refresh
Importing broker dataCopy/paste rows and fix column mapping manuallyGuided import with parser + review before apply
Risk analyticsCustom formulas for every metricBuilt-in VaR, Sharpe ratio, beta, and drawdown views
Data integrityFormula and reference errors are easy to missStructured data model with explicit update flow

Migration Plan

1

Import your latest broker export (CSV, PDF, or pasted statement text).

2

Review parsed positions and correct any rows in a guided table.

3

Open your portfolio dashboard with benchmark and risk views ready.

FAQ

Can I keep using Excel while I migrate?

Yes. Most users run both in parallel for a short period, then switch once they confirm positions and returns match expectations.

Do I need to clean every spreadsheet before importing?

No. Start from your broker export when possible. The import review step is built to catch and correct noisy rows quickly.

Will I still be able to export my data?

Yes. You can keep working from your portfolio records and use exports whenever you need to share or archive data.

Built for investors, not spreadsheets

Ready to move on from Excel?

Import your portfolio, validate the numbers, and switch to a workflow that is easier to trust and maintain.

Start Free MigrationExplore Demo First