Boost Your Financial Well-Being

Yes, we’ve made your Investment Portfolio Dashboard super easy to use. Whether you are a beginner or a confirmed investor, you will find added value in managing the different aspects of your financial life.

Yes, real-time market data feeds cover the various major asset classes (S&P 500 stocks, gold & silver, the top major 100 crypto currencies like Bitcoin or Ethereum,..). You can add support yourself for other stocks not included in the S&P 500.  You can also track in real time the repayment status of your loans (mortgage, personal loan). You always know the current state of your wealth!

Once you confirm your purchase, you will be able to download your Investment Portfolio Dashboard which consists of an Excel application (.xlsm – VBA macros enabled) with about 15 sheets and market data updated in real time from Internet (stocks, Bitcoin, Ethereum, top 100 cryptocurrencies, gold, silver and other precious metals).

An Excel application has the advantage of keeping your financial data 100% private. Online portfolio management services require access to your bank accounts, putting you at risk of hacking. The portfolio management dashboard is also flexible, you can adapt it to your needs by adding your own sheets.

You will be able to monitor and manage your investments and the various aspects of your personal finances to help you make key strategic portfolio management decisions as a retail investor.

You will have access to the Excel application via the order confirmation page. We will also send it to you by email. All you have to do is activate your personal license to use it.

Yes, so far you need Excel to be able to open your Investment Portfolio Dashboard.

Our product is only compatible with Microsoft Excel on desktop/laptop as it uses VBA macros. You need to use it with a computer or Mac, it’s not accessible online or via mobile phones as they can’t run Excel VBA macros yet. 

This small inconvenience is more than offset by the premium features of the application and its automation that would take you at least a hundred hours of hard work to achieve on your own.

Yes, we offer a 30-day money-back guarantee. We know you’ll love your Investment Portfolio Dashboard as much as we do. If for any reason you’re not completely satisfied, just contact us within 30 days of your purchase and we’ll issue a full refund.

Absolutely not! Only you have access to your confidential financial information. This is one of the major advantages of an Excel application, your data is stored locally on your device and no one else in the world should have access to it. You keep your financial data 100% confidential, unlike using untrustworthy online money management services connecting to your banks and prone to hacking.

The purchase of our products entitles you to a personal license to use it on 1 computer at a time. You can transfer your license to a new computer whenever you want, in seconds.

To keep the costs low on this product, we are currently not offering ongoing customization support. However, the Investment Portfolio Excel application is quite exhaustive and flexible.  For example, you can easily add other types of  assets like works of art, precious furniture. You can also customize it for example by adding new sheets for your personal needs. 

We provide 6 months of free new features updates for our customers. This service can be extended for up to 1 year.