Excel template

Your portfolio in Excel, always current

A workbook that pulls your net worth, portfolios and holdings from TrackMyStack each time you open it, ready for your own formulas and charts.

  1. Create a read-only token

    In TrackMyStack, open Account, then Connected apps, and create an API token. Read-only is all the workbook needs.

  2. Download your workbook

    Paste the token below. The workbook is built in your browser with the token inside it.

  3. Open it in Excel

    Choose Enable Content when Excel asks. The workbook refreshes every time it opens, or with Data → Refresh All.

The token goes only to TrackMyStack, to check it, and into the file you download. This page does not keep it.

What it holds

A Summary of your net worth and Portfolios, Holdings, History and Allocation tables. Build your own sheets on top: a refresh rewrites only those tables.

Free and subscription

Net worth, portfolios and holdings work on any account, priced at the last close. History and allocation need a subscription, and prices are live with one.

Where it works

Excel for Windows and Excel for Mac with Microsoft 365. Excel on the web, iPhone, iPad and Android can open the workbook but cannot refresh it.

Keep it to yourself

Anyone with the workbook can refresh it, as long as its token is valid. If you share it by mistake, revoke the token under Connected apps and the workbook stops refreshing.