Alert-Invest · Portfolio Tracker
Track your stocks.
Understand what you own.
A Google Sheets portfolio tracker with live prices, fundamentals and S&P 500 screening — built for retail investors who want more than basic P&L.
Type any ticker, hit refresh — live prices, company name, industry and key fundamentals fill in automatically. No account, no API key, no setup beyond a one-time copy.
The free version refreshes prices once a week. PRO adds unlimited refreshes, 9 fundamental metrics per stock, an S&P 500 screener updated twice a week, and full access to the Alert-Invest platform.
Free & PRO — what’s included
| Free | Pro | |
|---|---|---|
| Portfolio Tracker | ||
| Live price refresh | 1× / week | Unlimited |
| Company name & industry (auto-filled) | ✓ | ✓ |
| % Gain · $ Gain | ✓ | ✓ |
| Refresh single ticker | — | ✓ |
| Op. Margin · EPS Growth · Op. Income Growth | 🔒 | ✓ |
| P/E · PEG · Debt/Equity · ROIC (TTM) | 🔒 | ✓ |
| FCF Growth | 🔒 | ✓ |
| S&P 500 Screener · Updated 2× / week | ||
| 500 stocks ranked by quality, value & momentum | 🔒 | ✓ |
| Top 10 undervalued — Buffett · Lynch · Graham Weekly | 🔒 | ✓ |
| Alert-Invest Platform | ||
| Full platform access + stock alerts | 🔒 | ✓ |
| Community chat — ask anything | 🔒 | ✓ |
Annual Performance Review
Our 2025 Portfolio
Outperformed the Market.
Outperformed the Market.
Core Portfolio ↗
+39%
Top Winner
Borr Drilling +118% Energy
Tech Portfolio ⚡
+51%
Top Winner
MongoDB +109% Tech
S
M
+2k
It’s time to join other investors to outperform the market!
Start with the free version
No account, no card — make a copy of the sheet and you’re ready.
Get free tracker →Unlock PRO
€19.90
/mo · ≈ $23 USD · ≈ $31 CAD
Get PRO access →💬 Questions? Send a message — happy to answer