Portfolio Tracker for Apple Numbers
Smol Portfolio Tracker
Track anything, privately.
Track anything,
privately.
Smol Compute builds on top of Apple's native integration of Yahoo Finance and CoinMarketCap data, ensuring robust and accurate price feeds are used to track your portfolio. You can track anything: virtually all stocks, ETFs, coins, and tokens. Even your favourite exotic micro-cap.
Designed to keep your data fully private. Local-first means your data stays on your computer. If you choose to sync your portfolio via iCloud to access it across devices, you can retain full privacy with end-to-end encryption for iWork documents.
Accounts are the building blocks of your portfolio.
Manage multiple accounts.
Keep things separate while retaining an overview of your entire portfolio.
Each account is tracked independently and is self-contained on a single sheet, with its own Trade Log, Holdings Breakdown, and ROI chart.
See the full picture.
The Dashboard pulls data from all your accounts to give you the full picture. A panoply of widgets provides a visual report on your holdings' performance.
Portfolio-wide stats.
The Dashboard also houses the Portfolio Breakdown. This comprehensive data table gives you granular statistics about your holdings and allows you to sort your entire portfolio by a variety of metrics.
ROI charts.
The ROI tab aggregates data from all your accounts and plots your entire portfolio’s performance on different charts.
You can toggle popular benchmarks to add them the chart or add your own simply by entering tickers.
Additional charts let you track your portfolio's BTC & ETH valuations over time and compare your ROI (return on investment) against BTC and ETH in addition to your return against the US dollar. This is done by keeping track of your portfolio's cost measured in these different currencies.
Supports most currencies.
Change the primary currency of the Tracker to your local currency. Smol Compute supports over 30 national currencies.
If you trade assets quoted in USD but live outside of the US, you can also select a secondary currency to monitor important stats in your local currency.
Light & dark themes.
Pick a style. All our Portfolio Trackers include both light and dark themes.
Create watchlists on the fly.
Enter the tickers you wish to track to see your watchlists populate with stats.
The Target MktCap Tool allows you to set a target market cap to see, for each asset in your watchlist, the X multiple that corresponds to this asset reaching your target market cap.
Reassign any ticker to any asset.
Easily override any automatic ticker-to-asset match. Simply enter the ticker you want to use and assign it any asset listed on Yahoo Finance / CMC.
This is particularly useful for stocks listed on foreign exchanges and for exotic tokens, which can sometimes share the same ticker.
Add fees to your cost basis.
The FEES option allows you to add fees to the cost basis of a specific asset without entering a trade. This is useful to account for carrying costs or network fees
Click to view in Yahoo.
Click the name of an asset in your portfolio to open it in Yahoo Finance where you can see live charts and key statistics.
PowerUp
Import your trades.
The Smol Formatter helps you batch-import your trading history from exchanges into Smol Compute's Portfolio Trackers.
Learn more about the Smol Formatter
Hyper flexible and fully customizable.
We know that one size doesn’t fit all. That’s why we prefer open, flexible tools that empower users over rigid and limiting alternatives.
Built on Numbers, our tools let you edit them however you like. Adapt and extend them to fit your needs.
With Numbers' infinite canvas, you can move and resize elements freely, just like in Figma or Freeform.
Smol Love
What users are saying.
Smol Compute’s template is hands down the best portfolio tracker on Mac. Really happy with it.
Sang-woo
Tried out @smolcompute for a private portfolio tracker, and I've been so happy with it!
Michael B.
The Formatter is the first tool I’ve found that works with my workflow. Super convenient!
Mark L.
Best Numbers template I’ve used. It’s smooth, easy to use, and I love the design. Super clean. Highly recommend.
Sarah J.
Pay once, use forever.
No subscription.
Compare versions
Have any questions?
Message usGiven the open, file-based nature of our products, time-based trials are not possible. Instead, we created a super-affordable version of our Tracker that allows you to track single-account portfolios. The Lite version allows you to try the core functionality of our Tracker: the same Trade Log, Holdings Summary table, Allocation pie chart, and Current Holdings P&L bar chart. This may be all you need.
For those who want more, the Full version gives you support for multiple accounts, a portfolio-wide Dashboard, a portfolio-wide Breakdown table, account ROI charts, a dedicated ROI tab, a Watchlist tab, and more.
Yes, the Smol Formatter works with both versions. Both versions have the same Trade Log, so you can paste your reformatted trading data (exported from your exchange) into either Tracker.
The Smol Formatter is an easy-to-use tool that allows you to batch-import numerous trades into your Smol Portfolio Tracker. It reformats the trading histories you export from your exchange into a format you can paste directly into the Trade Log. Currently, the Formatter supports Binance and Kraken exports, and we will be adding more exchanges soon.
Numbers is Apple's spreadsheet editor. It's an alternative to Excel and Google Sheets. It is entirely free to use, runs natively on all Macs, iPads, and iPhones, and can also be used in any browser (much like Google Sheets).
Apple's recent deployment of end-to-end encryption for iCloud Documents means that Numbers users can now sync their trading data across devices and edit it seamlessly on multiple screens while retaining complete privacy.
We're currently focused on creating the best trading tools available for Apple Numbers and do not have plans to port Smol Compute to other spreadsheet editors at this time. Numbers is available as a web app for Windows and Linux users.