What tools do you use to track your portfolio — beyond stock returns?
I’m trying to understand how others track business performance at the portfolio level, not just price returns.
Most apps do a decent job with XIRR / allocation… but I’m struggling to find tools that answer questions like:
- Portfolio-level Revenue / EPS / Cash Flow CAGR
- Returns on capital (ROIC / ROCE) for companies I actually own
- Portfolio companies vs SPY / Russell on business fundamentals
- Top 5 / Bottom 5 holdings by business performance, not stock returns
- Something closer to Fundsmith-style ratios, but aggregated at a portfolio level
Have you:
- Built something yourself (Sheets / Python / dashboards)?
- Hacked together multiple tools?
- Found a product that actually does this well?
Would love to hear:
- What you’re using
- What’s missing
- Whether you’ve automated any of this
Trying to learn from the community - and maybe build something better if it doesn’t exist yet. Thanks!
Posted Mar 4, 2026, 7:17 AM UTC
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