Description
Take control of your investments with SmartValue Tracker.
Managing trades across multiple stocks can get messy fast. SmartValue Tracker (SVT) simplifies the process with a powerful but easy-to-use Excel workbook designed for serious investors who want clarity, discipline, and results.
Key Features:
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📊 Automatic Trade Tracking — Log every buy, sell, dividend, or cash move and let SVT calculate everything for you.
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📈 Portfolio Dashboard — Instantly see allocation by ticker, open vs. realized profit/loss, and win/loss statistics with charts that update in one click.
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⚖️ Weighted Average Cost — Tracks your true cost basis, even with partial sells.
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💰 Dividends & Cash — Record dividend income and cash movements alongside trades for a complete portfolio view.
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🔒 License-Protected — Your copy is secured with activation to keep your data safe and exclusive.
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🖥️ Excel-Powered — No subscription, no complicated setup. If you know Excel, you can use SVT immediately.
Why SmartValue Tracker?
Unlike generic spreadsheets, SVT is built to handle real-world investing — multiple buys, partial sells, dividend reinvestments, and cash management. The clean dashboard makes it easy to spot what’s working and what’s not, helping you make smarter trading decisions.
Perfect For:
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Active traders who want clear performance stats
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Long-term investors tracking dividends and allocations
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Anyone tired of messy spreadsheets or paying high fees for online tools
👉 With SmartValue Tracker, you’ll always know where you stand — and what to do next.
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