I am hoping to get some advice on the best way (either apps available or other recommendations on excel files etc) to track our investment portfolio.
We have continuously increased our holding in shares for the last 5 years and have been tracking via excel predominantly, however, as our portfolio is growing and now includes an investment property, I am finding that keeping track of all purchases, dividends received, additional shares added through DRP's etc is becoming challenging and is costing us extra at end of financial year as our accountant is needing to request additional documentation.
