Investment Portfolio Tracker & Rebalancer

Know your portfolio. Rebalance with precision. Stop guessing.This Excel + HTML tool tracks your entire investment portfolio across every asset class — and calculates exactly how much to buy or sell to reach your target allocation, automatically.────────────────────────WHAT IT TRACKS────────────────────────✅ Stocks, ETFs, index funds (individual positions)✅ Crypto holdings✅ Real estate (estimated values)✅ Cash and equivalents✅ Bonds and fixed income✅ Alternative investments────────────────────────FEATURES────────────────────────✅ Current vs target allocation comparison✅ Rebalancing calculator (exact buy/sell amounts)✅ Gain/loss per position (cost basis vs current)✅ Portfolio diversification score✅ Monthly contribution optimizer (where to add next)✅ Risk rating per asset class✅ Annual return tracker (by position and total)All data is stored locally. Zero connection to any brokerage account.✅ Format: Excel + HTML dashboard

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