Track Your Portfolio,
Get Weekly Reports
Real-time tracking in Google Sheets + Weekly reports with dividend alerts & insider trading
AlphaSheet Tracker
Google Sheets template with real-time prices, charts & calculations
AlphaSheet Intelligence
Weekly reports with dividends, insider trading & options alerts
Try free for 14 days • Cancel anytime
✓ 14-day free trial • ✓ Cancel anytime • ✓ No hidden fees
Professional Analysis, Simplified
Get institutional-grade portfolio insights with beautiful, easy-to-understand visualizations
Portfolio Intelligence Report
Generated on September 11, 2025
Total Value
$118,000
+18% YTD
Portfolio vs Market Performance
Sector Allocation
Top Holdings Performance
Sharpe Ratio
1.42
Beta
0.95
Alpha
3.2%
Max Drawdown
-8.5%
How It Works
From portfolio tracking to algorithmic analysis in four simple steps
Track Your Portfolio
Install AlphaSheet Tracker in Google Sheets and add your holdings. Real-time prices update automatically.
Our Algorithm Analyzes Your Data
Our models analyze your portfolio using institutional-grade metrics and algorithms.
Get Weekly Reports
Receive comprehensive analysis every Sunday with insights tailored to your subscription tier.
Track Performance
Monitor your portfolio's progress in the Intelligence dashboard with interactive charts and metrics.
Choose Your AlphaSheet Solution
Track in Sheets. Analyze with AI. Make informed decisions.
AlphaSheet Intelligence
Portfolio analysis platform for comprehensive insights
- Weekly portfolio analysis reports
- 10,000 Monte Carlo simulations
- Performance vs QQQ, SCHD, JEPI
- Performance analysis & attribution
- Portfolio risk metrics & stress testing
- Options trading intelligence
- Dividend goal tracking & income analysis
- Insider intelligence: exec & Congress trading activity
AlphaSheet Tracker
Google Sheets portfolio tracker with on-sheet AI analysis
- Real-time price updates (Stocks & Crypto)
- On-sheet AI analysis & insights
- Automatic P&L calculations
- Professional portfolio dashboard
- Historical performance charts
- Your data stays in your Google Sheet
- Lifetime license & updates
- 5-minute setup process
Complete Bundle - Coming Soon
Get both tools at a discounted price
Complete Bundle
Save $7 vs buying separately
- AlphaSheet Tracker (Lifetime License)
- AlphaSheet Intelligence (Monthly)
- Save $7 vs buying separately
- Track in Sheets, Analyze with AI
- Complete portfolio management solution
- Best value for serious investors
No credit card required • Cancel anytime • Secure payment via Stripe
Bank-level
encryption
Real-time
price updates
Advanced
Portfolio Analytics
Your data
stays private