Investment tracking spreadsheets can help organize holdings, trades, and net worth, but these nine picks are mostly printed workbooks and logbooks rather than digital spreadsheet files. I rank Investment Journal: Basic Workbook to Record and Track Investments best overall for its straightforward investment-record focus; Investment Trade Tracker Financial Journal stands out for logging individual trades, while Net Worth Tracker: Monthly Personal Finance Calculator Notebook suits readers who want a longer-range financial view. The main tradeoff is between recording investment activity in detail and tracking broader household finances over time. Readers who need formulas, automatic updates, or brokerage imports may prefer a digital spreadsheet instead. Read on for the full comparison and guidance on choosing a format that matches your routine.
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Key Takeaways
- The lineup is paper-first: these are notebooks, journals, planners, and record books, not automatically updating spreadsheet files.
- Investment Journal: Basic Workbook to Record and Track Investments earns the overall lead for readers seeking a direct, general-purpose investment record rather than a narrow trade or net-worth log.
- Trade-focused titles serve a different habit: Investment Trade Tracker Financial Journal and Stock Market Trading Journal and Investment Tracker are better fits when recording decisions and activity matters more than a broad household balance sheet.
- Net-worth tracking is its own use case: the monthly trackers emphasize a longer view of personal finances, so they may suit progress monitoring better than detailed security-level analysis.
- More pages or a longer time span do not replace digital functions: even the 8-Year Planner format requires manual entry and cannot provide automatic calculations or account syncing by itself.
| Investment Journal: Basic Workbook to Record and Track Investments |  | Best Compact Investment Log | Format: Workbook | Dimensions: 6 × 9 inches | Page count: 120 pages | VIEW LATEST PRICE | See Our Full Breakdown |
| Investment Trade Tracker Financial Journal, 8.5 x 11 Inches, Blue |  | Best for Multi-Asset Trade Records | Format: Print journal | Dimensions: 8.5 × 11 inches | Color: Blue | VIEW LATEST PRICE | See Our Full Breakdown |
| Net Worth Tracker: Monthly Personal Finance Calculator Notebook, 8-Year Planner |  | Best for Long-Term Net Worth Tracking | Planner duration: 8 years | Page count: 100 pages | Tracking categories: Assets, liabilities, and net worth | VIEW LATEST PRICE | See Our Full Breakdown |
| Stock Market Trading Journal and Investment Tracker |  | Best for Active, Multi-Market Traders | Use: Trade and investment tracking | Markets: Stocks, futures, options, forex, and commodities | Profit-and-loss tracking: Included | VIEW LATEST PRICE | See Our Full Breakdown |
| Asset Management Record Notebook |  | Best for All-in-One Household Finance Records | Product type: Asset management record notebook | Tracking categories: Assets, liabilities, investments, income, and net worth | Format: Not specified | VIEW LATEST PRICE | See Our Full Breakdown |
| Net Worth Monthly Tracker |  | Best for Monthly Net Worth Reviews | Format: 8.5 × 11 inches | Product type: Logbook | Purpose: Monthly net worth tracking | VIEW LATEST PRICE | See Our Full Breakdown |
| Investment Planner: A 365-Day Guide to Smart Investing and Portfolio Management |  | Best for Year-Round Planning | Format: Planner | Duration: 365 days | Stated focus: Investing and portfolio management | VIEW LATEST PRICE | See Our Full Breakdown |
| My Investment Logbook |  | Best for Simple Record-Keeping | Product type: Logbook | Primary purpose: Keeping investment records | Record scope: Financial information | VIEW LATEST PRICE | See Our Full Breakdown |
| Minimalist Investment Tracker: Portfolio and Investment Log Book |  | Best for Portfolio and Dividend Tracking | Format: Investment log book | Style: Minimalist | Tracking category: Stocks | VIEW LATEST PRICE | See Our Full Breakdown |
| investment tracking spreadsheet | Format | Page count |
|---|---|---|
| Investment Journal: Basic Work | Workbook | 120 pages |
| Investment Trade Tracker Finan | Print journal | Not specified |
| Net Worth Tracker: Monthly Per | — | 100 pages |
| Stock Market Trading Journal a | Not specified | Not specified |
| Asset Management Record Notebo | Not specified | Not specified |
| Net Worth Monthly Tracker | 8.5 × 11 inches | — |
| Investment Planner: A 365-Day | Planner | — |
| My Investment Logbook | — | — |
| Minimalist Investment Tracker: | Investment log book | — |
More Details on Our Top Picks
Investment Journal: Basic Workbook to Record and Track Investments
This workbook’s strongest case is its small 6 × 9-inch format: it takes less room than the full-page Investment Trade Tracker Financial Journal, making it a practical choice for brief, handwritten investment records. Its 120 pages provide a defined place to record activity, though the listing does not describe specific fields, portfolio summaries, or analysis tools. That makes it less suited to structured trade review than Stock Market Trading Journal and Investment Tracker, which is described as tracking profit and loss across several markets. I’d choose this workbook for straightforward logging rather than spreadsheet-like calculations or detailed performance analysis. The tradeoff is clear: it is compact and dedicated to investments, but buyers cannot confirm whether its page layouts match their recording habits before choosing it.
Pros:- Dedicated workbook for recording and tracking investments
- Compact 6 × 9-inch size is easier to carry and store than a full-page journal
- 120 pages provide a substantial paper log
- Simple scope may suit buyers who want a basic record without described extras
Cons:- No page layout or specific tracking fields are described
- No stated calculations, portfolio summaries, or trade-analysis features
- Paper format does not offer spreadsheet formulas or automatic updates
Best for: Investors who want a compact paper record for basic investment entries and prefer a small notebook to a full-page journal
Not ideal for: Active traders or spreadsheet users who need specified trade fields, profit-and-loss calculations, or portfolio analysis
- Format:Workbook
- Dimensions:6 × 9 inches
- Page count:120 pages
- Purpose:Record and track investments
- Tracking method:Workbook entries
- Layout details:Not specified
Our verdict“Choose this workbook for compact, basic handwritten investment records, but pick a more detailed tracker if you need defined fields or performance analysis.”
Investment Trade Tracker Financial Journal, 8.5 x 11 Inches, Blue
This journal stands out for naming a broad set of investments: stocks, bonds, mutual funds, CDs, options, ETFs, and futures. That makes it a better match for someone recording activity across asset types than Investment Journal: Basic Workbook to Record and Track Investments, whose listing provides no category-specific coverage. The 8.5 × 11-inch print format gives entries more room than a compact notebook, which can help when recording several details by hand. Still, the description does not specify its page count, fields, or calculations, so broad coverage should not be mistaken for automated portfolio tracking. Unlike the net-worth-focused Net Worth Tracker, this pick centers on trades and investment types rather than assets and liabilities. Choose it for an expansive paper log, not spreadsheet formulas or a confirmed performance dashboard.
Pros:- Lists a wide range of investment types, including stocks, bonds, funds, CDs, options, ETFs, and futures
- Full-page 8.5 × 11-inch format provides room for readable handwritten entries
- Print format gives buyers a physical record of investment activity
- More explicit about asset coverage than the basic Investment Journal workbook
Cons:- Page count and specific journal fields are not provided
- No formulas, automatic updates, or profit-and-loss calculations are specified
- Printed entries require manual upkeep and do not provide spreadsheet-style summaries
Best for: Investors who manually record trades across several asset classes and want a full-page printed journal
Not ideal for: Buyers who need known page layouts, automated calculations, or a net-worth tracker that explicitly records assets and liabilities
- Format:Print journal
- Dimensions:8.5 × 11 inches
- Color:Blue
- Investment types:Stocks, bonds, mutual funds, CDs, calls and puts, ETFs, futures, and more
- Intended use:Tracking investments and trades
- Page count:Not specified
Our verdict“Pick this journal if you need a full-page paper log for varied investment types, but skip it if you require defined calculations or portfolio summaries.”
Net Worth Tracker: Monthly Personal Finance Calculator Notebook, 8-Year Planner
Rather than focusing on individual trades, this notebook follows the bigger financial picture: assets, liabilities, and net worth on a monthly basis. Its eight-year span gives long-term planners a consistent structure for comparing balances over time, while the 100-page count is a concrete guide to the notebook’s scope. That makes it distinct from Investment Trade Tracker Financial Journal, which lists many investment types but is framed around trade records. This is not a substitute for a portfolio spreadsheet that tracks individual holdings or calculates returns; the description does not identify investment-specific fields or formulas. I’d choose it to monitor overall financial progress, not to manage day-to-day trades. The main tradeoff is its broad personal-finance perspective: useful for net worth, but less granular for investment decisions.
Pros:- Tracks assets and liabilities alongside net worth
- Monthly pages support consistent check-ins over time
- Eight-year planning span suits long-range financial records
- 100-page count is specified
Cons:- Not described as tracking individual investments or trades
- No formulas or automatic net-worth calculations are specified
- Monthly notebook entries require manual updates
Best for: Long-term planners who want monthly records of assets, liabilities, and net worth across multiple years
Not ideal for: Active investors who need individual holding details, trade histories, or investment return calculations
- Planner duration:8 years
- Page count:100 pages
- Tracking categories:Assets, liabilities, and net worth
- Tracking frequency:Monthly
- Product type:Personal finance notebook
- Calculation format:Not specified
Our verdict“Choose this planner to follow monthly net-worth changes over years, not to record detailed investment trades or portfolio returns.”
Stock Market Trading Journal and Investment Tracker
Among these picks, this journal is the clearest fit for traders who want to review outcomes: it covers profit and loss and names stocks, futures, options, forex, and commodities. That trade-focused scope gives it a different job from Net Worth Tracker: Monthly Personal Finance Calculator Notebook, which records broader assets, liabilities, and net worth. It may also suit a wider range of markets than Investment Trade Tracker Financial Journal, whose listed categories emphasize stocks, bonds, funds, CDs, options, ETFs, and futures. The listing says the journal can help traders review activity and mistakes, but it does not specify its format, page count, fields, or how profit and loss is recorded. I’d shortlist it for cross-market trade review, while treating its undocumented structure as a real limitation for buyers who need a predictable tracking workflow.
Pros:- Explicitly includes profit-and-loss tracking
- Covers stocks, futures, options, forex, and commodities
- Trade review focus may help organize activity and reflect on mistakes
- Offers a different, more trading-oriented purpose than the net-worth notebook
Cons:- Format and page count are not specified
- Specific fields and tracking features are not described
- No spreadsheet formulas or automatic calculations are stated
Best for: Active traders who work across multiple markets and want a journal centered on trade outcomes and reviewing mistakes
Not ideal for: Investors who need a confirmed page layout, specified tracking fields, or monthly asset-and-liability summaries
- Use:Trade and investment tracking
- Markets:Stocks, futures, options, forex, and commodities
- Profit-and-loss tracking:Included
- Format:Not specified
- Page count:Not specified
Our verdict“Consider this journal for multi-market trade review and profit-and-loss records, but choose a better-documented option if layout details matter to you.”
Asset Management Record Notebook
This notebook takes the broadest household-finance approach in this group, listing assets, liabilities, investments, income, and net worth in one record. Compared with Net Worth Tracker: Monthly Personal Finance Calculator Notebook, it explicitly adds income and investment tracking to its stated categories, though the latter provides clearer timing with monthly pages and an eight-year span. The Asset Management Record Notebook’s appeal is breadth, not detail: the listing does not describe its format, layout, page count, or how its categories are organized. That makes it hard to tell whether it supports useful investment comparisons or simply offers space for general notes. I’d consider it for someone who wants a single place for several personal-finance records, but not as a confirmed spreadsheet replacement or a specialized trade journal like Stock Market Trading Journal and Investment Tracker.
Pros:- Covers assets and liabilities as well as investments
- Includes income and net-worth tracking in its stated scope
- Broad categories may suit buyers consolidating personal-finance records
- General-purpose focus differs from trade-specific journals
Cons:- Format and page count are not provided
- No layout, tracking cadence, or investment-specific fields are described
- No formulas or automatic calculations are specified
Best for: Households seeking one general-purpose record for investments, income, assets, liabilities, and net worth
Not ideal for: Investors who need known tracking fields, a dated monthly structure, or trade-level performance calculations
- Product type:Asset management record notebook
- Tracking categories:Assets, liabilities, investments, income, and net worth
- Format:Not specified
- Dimensions:Not specified
- Page count:Not specified
- Tracking frequency:Not specified
Our verdict“Choose this notebook for broad household-finance recordkeeping, but favor the Net Worth Tracker for a clearly stated monthly schedule or a trade journal for investment activity.”
Net Worth Monthly Tracker
Net Worth Monthly Tracker is the most direct fit here for someone who wants to see how their overall financial position changes month by month. Its stated categories—cash, property, stocks, and other assets—make it broader than a trade-by-trade record, while the monthly focus gives each entry a consistent time frame. Compared with My Investment Logbook, this product has a clearer stated purpose and asset scope, but it is less specifically positioned around keeping investment records in one place. The 8.5 × 11-inch format offers room to write across asset categories, though the listing does not identify page count or show how the tracking layouts are organized. I’d choose it for high-level progress snapshots, not detailed portfolio analysis or automated spreadsheet calculations.
Pros:- Designed specifically for recording net worth over time
- Names cash, property, stocks, and other assets as tracking categories
- Monthly focus supports regular financial check-ins
- Large 8.5 × 11-inch format provides writing space
Cons:- The number of pages is not specified
- The listing does not explain the included tracking layouts
- Monthly net worth records may not provide enough detail for individual trades or portfolio performance
Best for: People who want a paper-based monthly snapshot of net worth across investments, property, and cash
Not ideal for: Investors who need trade-level records, performance calculations, or confirmed details about page count and layout
- Format:8.5 × 11 inches
- Product type:Logbook
- Purpose:Monthly net worth tracking
- Tracking frequency:Monthly
- Asset type:Cash
- Asset type:Property
- Asset type:Stocks and other assets
Our verdict“Choose this logbook for broad monthly net worth snapshots; pick a more investment-specific record if you need detailed portfolio tracking.”
Investment Planner: A 365-Day Guide to Smart Investing and Portfolio Management
Investment Planner: A 365-Day Guide to Smart Investing and Portfolio Management is the broadest planning-led option in this group. Its stated 365-day duration suggests a year-long structure, and its coverage of stocks, bonds, real estate, and more can suit readers whose holdings span several asset classes. Compared with the Net Worth Monthly Tracker, this planner is framed around ongoing investment planning and portfolio management rather than monthly balance snapshots. That wider brief may be useful for maintaining a year-round routine, but the available details do not describe its pages, prompts, or specific tracking tools. I would not assume it calculates returns or provides spreadsheet-style summaries: it is described as a planner, with no stated digital or formula-based features. Its scope is appealing, but the limited layout information makes it harder to judge how much detail each investment receives.
Pros:- Stated 365-day duration supports year-round use
- Covers stocks, bonds, real estate, and other investment types
- Designed for ongoing investment tracking and planning
- Portfolio management is part of its stated focus
Cons:- No page count or interior layout details are provided
- No specific tracking fields or calculation tools are described
- The broad planning scope may offer less clarity than a dedicated monthly net worth log
Best for: Investors who want a year-long paper planner spanning stocks, bonds, real estate, and other investments
Not ideal for: Buyers seeking a clearly documented layout, automated spreadsheet calculations, or confirmed trade-record fields
- Format:Planner
- Duration:365 days
- Stated focus:Investing and portfolio management
- Investment type:Stocks
- Investment type:Bonds
- Investment type:Real estate
- Investment scope:Other asset types
Our verdict“Pick this planner for a year-long, multi-asset investing routine, but choose a more clearly specified tracker if layout details matter to you.”
My Investment Logbook
My Investment Logbook has the simplest stated job in this set: keeping investment and financial records together. That makes it a plausible choice for someone who wants one paper place for notes and entries without committing to a planner built around a particular schedule. Compared with the Investment Planner: A 365-Day Guide to Smart Investing and Portfolio Management, it makes fewer promises about duration or asset coverage, so it may suit flexible record-keeping better than a structured year-long routine. The tradeoff is a lack of detail: no format, page count, investment categories, or tracking fields are specified. I can’t tell from the available information whether it separates holdings, transactions, or performance. Treat it as a basic records log rather than a detailed portfolio system, and choose a more specific tracker if you need defined fields or analysis.
Pros:- Designed to keep investment records in one place
- Has a stated focus on financial information
- Does not specify a fixed tracking duration
- Simple stated purpose may suit flexible record-keeping
Cons:- Format and page count are not provided
- No investment categories or specific record fields are described
- The listing does not establish whether it supports performance tracking or analysis
Best for: Investors who want a straightforward paper log for keeping financial and investment notes together
Not ideal for: People who need confirmed asset categories, a set tracking schedule, or detailed portfolio and performance fields
- Product type:Logbook
- Primary purpose:Keeping investment records
- Record scope:Financial information
- Tracking focus:Investment records
- Format details:Not specified
- Duration:Not specified
Our verdict“Choose this for flexible, basic investment record-keeping, not for a defined portfolio-tracking system with documented fields.”
Minimalist Investment Tracker: Portfolio and Investment Log Book
Minimalist Investment Tracker has the most specifically named portfolio fields among these four: stocks, ETFs, dividends, and profit and loss. That makes it a stronger match for investors who want to organize investment activity and monitor portfolio outcomes, rather than only record a broad monthly net worth total. Compared with the Net Worth Monthly Tracker, it gives more attention to investment performance, while the Net Worth tracker explicitly includes property and cash in its asset scope. The tradeoff is uncertainty about how the book captures those details: the listing does not describe its layout, calculations, or tracking tools. Its minimalist positioning may appeal to readers who want a focused log, but it does not establish that it offers spreadsheet-like formulas or analysis. I’d select it for a paper record centered on portfolio holdings and dividends, not as a substitute for a working spreadsheet.
Pros:- Names stocks and ETFs as tracking categories
- Includes dividends and profit-and-loss tracking in its stated scope
- Covers portfolio performance and wealth growth
- Also references financial planning
Cons:- The listing does not describe its layout or tracking tools
- No page count or format dimensions are provided
- No automated calculations or spreadsheet functions are specified
Best for: Investors who want a focused paper log for stocks, ETFs, dividends, and profit-and-loss records
Not ideal for: Buyers who need confirmed formulas, a detailed page layout, or broad asset tracking that explicitly includes property and cash
- Format:Investment log book
- Style:Minimalist
- Tracking category:Stocks
- Tracking category:ETFs
- Income tracking:Dividends
- Performance tracking:Profit and loss
- Additional focus:Wealth growth and financial planning
Our verdict“Choose this for a focused paper record of portfolio performance and dividends, but use a spreadsheet if you need formulas or documented analysis tools.”
How We Picked
I compared the nine titles by the kind of financial information their names and formats are built to record: investment holdings, individual trades, asset records, or monthly net worth. I gave the strongest placement to a broadly useful investment-record format, then distinguished specialized options by the habit they support. I also considered whether the title signals a clear use case, the likely effort of keeping entries current, and whether the format appears suited to repeated tracking over time.
Because the lineup consists of printed tracking products rather than verified digital spreadsheet software, I did not rank them on automation, formulas, portfolio imports, or live performance calculations. That limitation matters: readers seeking hands-off updates should use a digital tool instead. A title can suggest a tracking focus, but buyers should check the listing’s sample pages and layout before choosing, especially if they need fields for taxes, dividends, cost basis, or multiple account types.
Factors to Consider When Choosing Investment Tracking Spreadsheets
Before choosing, decide whether you want a paper record, a digital spreadsheet, or a combination. The right format depends less on the word “tracker” and more on what you plan to record, how often you will update it, and whether you need calculations or just a dependable written history.
Choose the record you actually need
Investment holdings, trade decisions, asset inventories, and net worth are related but not interchangeable records. A holdings log can show what you own, while a trade journal can capture why you bought or sold; a net-worth tracker instead follows a wider financial snapshot. Trying to force one notebook to cover all three can leave gaps or make routine updates feel like bookkeeping. Before buying, write down the few questions you want the tracker to answer each month. Then check whether the sample pages give those questions a clear place, rather than relying on the title alone.
Match update frequency to your habits
A tracker only helps if you keep it current, so choose a schedule you can maintain without turning it into a second job. Frequent traders may want to record activity close to each transaction, while long-term investors may prefer periodic portfolio and net-worth reviews. Monthly formats can prompt regular check-ins, but they may feel repetitive if your accounts rarely change. A common mistake is choosing an ambitious daily routine when a monthly review would be more realistic. If you already reconcile accounts on a set date, pick a format that fits that habit.
Decide whether manual entry is acceptable
Printed books require you to enter figures and update them yourself; they do not sync with brokerage accounts or recalculate a portfolio automatically. That can be useful if you want a private, deliberate record, but it adds time and creates room for transcription mistakes. Digital spreadsheets can calculate totals and support sorting, but they also need setup and careful handling of formulas. Do not assume a printed product labeled a tracker includes spreadsheet-style calculations. If automatic performance measures or account imports matter, prioritize a digital option or pair a notebook with a separate calculation tool.
Check for the fields behind your decisions
Two trackers can look similar while supporting very different records. A buyer who reviews trade choices may need room for dates, rationale, and outcomes, while someone maintaining a household asset list may care about ownership and estimated values. Tax reporting can call for details such as purchase dates, cost basis, fees, and distributions, which a general log may not include. Look at sample pages for the exact fields you need instead of assuming the product name guarantees them. If key details are missing, you may need a supplemental record or a different format.
Plan for privacy and backup
A paper log keeps financial details off a cloud account, but a lost or damaged notebook can erase the only record. A digital file is easier to duplicate and search, yet its security depends on where and how you store it. Avoid recording account passwords, full account numbers, or other credentials in either format. For a paper tracker, consider keeping it in a secure place and making periodic copies of essential information. For a digital sheet, use a protected device and a backup location you control.
Pay for structure, not just page count
A longer planner or a year-round format can offer room for a sustained routine, but extra pages are useful only if the layout fits your records. A compact log may be easier to keep beside a desk, while a broader workbook could suit someone who tracks several financial categories. Buyers sometimes choose the largest format expecting it to cover every need, then leave sections unused. Review the structure, writing space, and intended time span before deciding. If your tracking needs are simple, a focused log may be easier to maintain than a more elaborate planner.
Frequently Asked Questions
Are these products actual digital investment tracking spreadsheets?
No. The listed products are presented as journals, notebooks, planners, and logbooks, so this roundup treats them as paper-based tracking tools rather than downloadable spreadsheet software. They should not be assumed to include formulas, brokerage imports, or automatic account updates. If you specifically need a digital spreadsheet, check the product format and sample contents before buying. A paper tracker can still complement a digital file by recording decisions and notes that transaction feeds may not capture.
Can a paper tracker calculate my portfolio returns?
A printed tracker generally provides places to write information, but it will not calculate returns unless the product specifically includes a usable calculation method. You may be able to work out figures separately and transfer them to the book, though that adds manual steps. For performance comparisons across time, a spreadsheet with transparent formulas or a portfolio tool is usually a better fit. Keep your underlying transaction records, since a summary log may not contain enough detail for accurate calculations.
Should I choose an investment journal or a net-worth tracker?
Choose an investment journal when your main goal is to record investments, trades, or portfolio notes. A net-worth tracker is more appropriate when you want to follow assets and liabilities across your broader finances over time. The two formats answer different questions, so neither is a complete substitute for the other. If you want both views, use separate records or select a digital system that can connect the information without duplicating every entry.
What should I check before buying a tracker for tax records?
Look for fields that support the records you may need, such as transaction dates, purchase details, cost basis, fees, and distributions. Do not assume a general investment log captures all tax-relevant information just because it records activity. Tax rules and reporting needs vary, so keep official statements and transaction confirmations as source documents. A tracking notebook can help organize information, but it should not replace brokerage records or professional tax guidance.
Is a longer planner better if I want to track investments for years?
A longer time span can reduce the need to start a new book soon, but it does not automatically make the tracker more useful. The page layout still needs enough room for your entries, and the routine should be realistic for how often you review your portfolio. A long planner may be a poor fit if your needs change or you prefer digital search and backup. Compare the time span with the fields and writing space, then choose the format you are most likely to keep current.
Conclusion
Best overall: I recommend Investment Journal: Basic Workbook to Record and Track Investments for readers who want a general investment record. Best for trade notes: choose Investment Trade Tracker Financial Journal or Stock Market Trading Journal and Investment Tracker when documenting individual activity is the priority. Best for beginners: the basic Investment Journal is the clearest starting point for building a regular recording habit. Best for long-range net worth tracking: pick Net Worth Tracker: Monthly Personal Finance Calculator Notebook if you want a broader financial snapshot, including its extended planning horizon. Best value: I would favor the simplest format that covers your actual fields rather than paying for unused scope; the lineup does not provide enough verified detail to make a price-based value claim. Best premium: no product can be reliably named the premium choice from the available product details alone. If you need automatic calculations or account syncing, skip these paper-first options and choose a digital spreadsheet or portfolio tool instead.
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