Access ALL our Excel Templates for only $9/month


  • This is a pre-order product with 75% discount for the first buyers
  • We’ll only charge you once its ready
  • One-time charge (no monthly fees)
  • Compatible with all excel versions

General Assumptions
Indicate your initial equity and record the month and year of commencement of your share purchase and sale control

Action List Update
Automatically see a list of shares traded on the Ibovespa and register others if you want

Control of Purchase and Sale of Shares
Control the purchase and sale of shares of your investment portfolio

Control of Dividends, Interest and Taxes
Area to record all dividend gains, interest on capital and also to record taxes paid at the time of sale of the controlled shares

Patrimonial Evolution Report
With the completion of the worksheet you will be able to see complete reports showing to you monthly how is the evolution of your equity

Portfolio Control Report
See all stocks you have already bought and sold and understand which were good and which were bad in terms of earnings for your invested equity

Stock Control Dashboards
Follow two control panels showing the main indicators and graphs of its equity evolution and the participation of the shares in its investment portfolio

Product Specs:

  • License to 3 Computers
  • 100% Editable File
  • Immediate Access
  • Works on MAC and PC
  • All Excel Versions
  • Premium Support
  • Over 30.000 satisfied customers