Retire Your Investment Spreadsheet
No more manual price updates. No more broken VLOOKUPs. Just clear, automated insights into your net worth.
Desktop View
Mobile
Spreadsheets Are for Accounting, Not Tracking
Excel is a snapshot. Creating monthly or annual performance reports yourself is a manual nightmare.
Adding a new row shouldn't break your entire dashboard. Sheets are fragile.
Try checking your net worth on a tiny spreadsheet cell while on the go. It's impossible.
Automated, Beautiful, and Mobile-First
We built AscentPortfolio to replace the messy "Portfolio Tracker v3_final_final.xlsx" files.
Auto-Syncing Prices
Real-time stock, crypto, and currency rates updated automatically.
Dynamic Visualizations
Charts that actually tell a story about your wealth growth over time.
Secure Multi-Device Access
Access your data securely from your phone, tablet, or desktop anywhere.
Get Started in Minutes
Add Your Holdings
Input your current assets across stocks, crypto, and cash accounts.
Record Transactions
Log your historical trades to unlock deep performance and cost-basis insights.
Automated Analytics
Our system identifies your assets and calculates performance metrics instantly.
The Shift from Manual Spreadsheets to Automated Portfolio Management
By switching to an Excel alternative, you gain access to powerful automated price syncing, multi-currency net worth tracking, and asset allocation heatmaps, allowing you to say goodbye to manual updates. Combined with smart rebalancing suggestions, you can navigate your investment journey with precision, without maintaining complex and fragile formulas in a spreadsheet.