Interactive Dashboards Finance

Investment / Portfolio Tracker - Interactive Web App + Excel (Both Formats in One Download) - Live Gain/Loss, Returns, Asset Allocation, Runs Offline

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Get BOTH formats in one purchase: an interactive portfolio tracker (.html) you open in any browser AND the matching Excel workbook (.xlsx) — plus a quick-start guide. Enter your holdings and see live gain/loss, total return and asset allocation. Works offline, saves on your computer. No subscription.

Two products in one download. You get the live interactive dashboard and the same tool as a real Excel workbook — use whichever you like, on any device, and keep the other as a backup.

Your download (a single .zip) contains:

  • 1. Interactive dashboard (.html) — double-click to open in Chrome, Edge or Safari.
  • Live gain/loss & return % — enter buy and current price; value, profit and return are calculated for you.
  • Asset-type filter — cut everything by stocks, ETFs, funds, gold and more.
  • Allocation and gain-by-holding charts, plus a full holdings table.
  • Edit your own data — a built-in editor; everything recalculates instantly.
  • Saves to your computer automatically; export/import your data as a file.
  • Light & dark theme, print-ready, works offline, nothing to install.
  • 2. Excel workbook (.xlsx) — the same tool as a real spreadsheet for Excel, Google Sheets or LibreOffice; perfect for printing, sharing and as a reliable backup.
  • 3. Quick-start & data-backup guide (.pdf).

Use it to track your holdings, live gain/loss, total return and asset allocation. Works on Windows, Mac, Linux, phone or tablet. One payment, lifetime access, no subscription.

Auto-updating Net Worth with monthly trend
Zero-based budget with category rollover
Debt payoff: Avalanche vs Snowball compared
Subscription tracker with annual cost & cancel flags
Sinking funds & savings goals with pace
FIRE / savings-rate calculator (years to freedom)
One-tap buttons: Add Expense, New Month, Log Paycheck
30+ AI money prompts (spending reviews & scripts)
Instant access after purchase
Step-by-step setup guide included
Regular updates included
24/7 email support
  • Complete Personal Finance OS (duplicate to your Notion workspace)
  • Connected databases: Accounts, Transactions, Budget, Debts, Goals, Subscriptions, Net Worth Snapshots
  • Dashboards: Money Command Center, Monthly Review, Net Worth, Debt Freedom, FIRE
  • Pre-built formulas: savings rate, net worth, budget variance, payoff dates, interest saved
  • Avalanche vs Snowball debt comparison built in
  • Sinking funds & goal tracker with monthly contribution calculator
  • 30+ AI money-prompt pack (spending review, journaling, negotiation)
  • Video walkthrough (20+ min) + written setup guide (PDF)
  • Sample data you can clear in one click · multi-currency ready
Instant Delivery: After purchase, you'll receive instant access via the download link. No waiting, no shipping.

This product is perfect for:

  • Individuals tracking personal finances
  • Investors monitoring their portfolio
  • Anyone building financial discipline
  • Beginners and advanced users alike
  • Remote workers and digital nomads
How do I get access after purchase?
After payment is confirmed, you'll receive an instant access email with your download/duplicate link. You can also find it on the success page immediately after checkout.
Does it connect to my bank automatically?
No — Notion can't legally pull bank data, and that's actually a privacy win: nothing leaves your workspace. You log transactions in seconds with the one-tap "Add Expense" button (or paste your statement), and every dashboard updates itself.
Which currency does it use?
It ships in ₹ but every amount is a plain number, so you can switch to $/€/£ or any currency in one property setting. All formulas keep working.
Is the debt payoff really calculated for me?
Yes. Enter each balance, interest rate and minimum payment; the system shows your payoff date, total interest, and compares the Avalanche (save most interest) vs Snowball (fastest wins) strategies so you can pick.
What tools do I need to use this product?
All required tools and accounts are mentioned in the product description above.
Can I customize this product?
Absolutely! All our products are fully editable. Add, remove, or modify any section to fit your needs. It's yours — make it your own.
Is there a refund policy?
Due to the instant-access nature of digital products, we do not offer refunds after delivery. However, if you have any technical issues, our support team is available 24/7 to help.
How many devices / accounts can I use this on?
You can use it on all your personal devices and accounts. This is a personal use license — for commercial resale or team distribution, please contact us.
Will this product get future updates?
Yes! We regularly update our products with new features and improvements. All updates are free for existing buyers — you'll receive an email when a major update is released.

Customer Reviews

5.0
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A
Amit K.
Verified Buyer

Excellent product! Saved me so much time. Highly recommended.

P
Priya R.
Verified Buyer

This is exactly what I was looking for. Beautiful and functional.

R
Raj S.
Verified Buyer

Great value for money. Very well organized and easy to customize.

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Buy Now — ₹299
Instant access after payment
Digital delivery via email
Free future updates
24/7 support via email
Secure checkout (Razorpay / Gumroad)
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