What tools do you use to track your portfolio — beyond stock returns?

Question / Help

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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