Free Investment Portfolio Tracker Template
Track all your investment holdings, cost basis, and returns in a personal portfolio dashboard.
What this template includes
You get a working app with these features built in. Refine anything later by chatting with Appaca.
- Multi-asset holding tracker for stocks, ETFs, and crypto
- Cost basis, current value, unrealized gain and loss per holding
- Asset allocation donut chart and total portfolio value trend line
- Realized gains log when positions are closed or sold
The prompt that builds this app
Copy and paste this into Appaca, or click the button to send it now. You can edit it before submitting.
Create an investment portfolio tracker that works across stocks, ETFs, and crypto. For each holding, record the asset type, number of units, average cost basis, and current market value. Calculate unrealized gain or loss and percentage return per holding. Show an asset allocation donut chart and a total portfolio value over time line chart. Log realized gains when positions are sold.
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ViewQuestions & answers
Yes. You can build the template app inside Appaca for free. The free plan includes 100 AI credits per month. If you outgrow the free tier you can upgrade at any time.
No. The template is a prompt that Appaca turns into a working app for you. You can refine fields, views, and rules by simply chatting with the AI in plain English.
Yes. After Appaca builds the app, you can keep refining it through chat - add fields, change the layout, connect new data, or adjust workflows whenever your needs change.