CSE Portfolio Manager Excel template preview
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Investing

CSE Portfolio Manager

Manage Colombo Stock Exchange transactions, holdings, dividends and investment planning in one organised portfolio-management workbook.

One-time paymentUSD 15.99
Buy once • Use forever
  • Track up to 50 CSE counters
  • Record up to 1,000 buy and sell transactions
  • Automatic moving-average cost calculations
  • Realised and unrealised return tracking
  • Dividend and concentration analysis

Gumroad handles checkout, applicable taxes, your receipt and file delivery.

01Professional formatMacro-free Excel portfolio workbook
02Clear guidanceStructured inputs and practical instructions
03Immediate accessDownload after successful Gumroad checkout

What this tool delivers

What you can do with CSE Portfolio Manager.

Designed for individual investors who want a structured view of holdings, income and returns, this macro-free excel portfolio workbook turns a recurring task into a clearer, repeatable workflow.

A

Organise the inputs

Track up to 50 CSE counters.

B

Automate the analysis

Record up to 1,000 buy and sell transactions.

C

Review and act

Automatic moving-average cost calculations.

Product questions

About CSE Portfolio Manager.

Review the format, intended users, pricing and delivery before purchasing this digital template.

What is CSE Portfolio Manager?

Manage Colombo Stock Exchange transactions, holdings, dividends and investment planning in one organised portfolio-management workbook.

Who is CSE Portfolio Manager designed for?

This tool is designed for individual investors who want a structured view of holdings, income and returns. It provides a structured workflow without the cost or complexity of a recurring software subscription.

What format will I receive?

You will receive Macro-free Excel portfolio workbook. The download includes the files and guidance described on this page and in the Gumroad product listing.

Is this a one-time purchase?

Yes. CSE Portfolio Manager is currently available for a one-time payment of USD 15.99. Product-specific licence terms are shown before purchase.

How is the digital product delivered?

Gumroad handles secure checkout, applicable taxes, the purchase receipt and immediate access to the downloadable files after successful payment.

Can I use CSE Portfolio Manager in my country?

This product is designed for investors tracking Colombo Stock Exchange holdings in Sri Lanka. It is an investment-recording and planning tool, not investment advice.

Ready to get started?

Download CSE Portfolio Manager today.

Buy for USD 15.99
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