Professional Investment Tracking Tools

Investment Portfolio Templates

Professional portfolio tracking templates. Follow top investors' holdings, real-time data updates, and visual analysis. Perfect for individual investors and financial analysts.

Included in Money New Pro

Buffett Portfolio Template

Track Warren Buffett's investment portfolio. Real-time monitoring of Berkshire Hathaway's holdings changes and value investing strategy analysis. Built-in chart analysis and historical data comparison.View Details
Buffett Portfolio Template
Included in Money New Pro

ARK Portfolio Template

Track ARK Invest's innovative investment portfolio. Real-time monitoring of Cathie Wood's tech holdings and disruptive innovation strategy analysis. Supports multi-fund comparison and trend analysis.View Details
ARK Portfolio Template