Wall Street Maven
Award-winning economistFormer institutional traderLectured at the United Nations
Free spreadsheet

The Investment Tracker

Most portfolio trackers just show you numbers. This one asks the harder question: why did you buy it, and what would tell you that you were wrong?

  • A fillable spreadsheet with the formulas already built in
  • A thesis column, the one most trackers leave out
  • Gain and loss calculated for you, in dollars and percent

Send me the free spreadsheet

Educational content only. Not financial, investment, or tax advice.

From Paola, economist.

Free spreadsheet

Track the reason you bought it, not just the price.

What’s inside

A tracker that asks why.

Three things you’ll walk away with.

01

Your investment thesis

The column most trackers skip, and the one that matters most.

02

Catalyst to watch

Know what would prove you right, or wrong, before it happens.

03

Gain and loss, automatically

The math is built in. You just fill in two numbers.

Who this is for

For investors, and anyone who wants to know what really moves their money.

  • You hold positions but couldn’t quickly say why you bought each one
  • You want a record of your reasoning, not only your returns
  • You’d rather catch a broken thesis early than discover it on a statement
Send me the tracker