EZ Stock Dashboard

Make your daily stock performance check as easy as a single click – simply pin this dashboard to your internet browser! This innovative tool serves as an excellent alternative to online stock trading platforms like Wealthsimple and Questtrade. Unlike those platforms, it doesn't require you to sign in or navigate through individual stocks to view their performance.

Our Financial Dashboard, hosted on Google Sheets, caters to both beginners and intermediate users of the platform.

In just 10 minutes of initial setup, where you import your portfolio information, this dashboard will provide you with a comprehensive summary of your portfolio balance, daily performance, all-time performance, and expected annual dividends. The data is updated daily, so there's no need for any manual input. Furthermore, the dashboard offers a detailed breakdown of each stock in your portfolio, including its daily performance, all-time performance, and trending performance over the past six months.

Behind the scenes, there are backend sheets equipped with formulas that power the dashboard. For novice users, there's no need to tamper with these sheets; everything works seamlessly. However, for those with advanced skills, you have the flexibility to customize formulas and create additional visualizations.

No matter your level of expertise, this remarkable product is designed to save you time and effort when managing your finances.