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An Excel Add-in streaming live financial prices to Excel for portfolio valuation and investment analysis. Track your personal stock portfolios and watch lists, and automatically determine your day gain and total gain at Yahoo Finance YTD return: 148.19% SEE ALSO: … The template will show you the gain or loss for each stock between the original purchase and its current market value. I think the rotation is a short-term, snap-back reaction to Pfizer's Covid vaccine news, says Patel. System can generate different reports for clients. Track your Investment Portfolio now! A comprehensive Portfolio Accounting, Client Reporting, & Performance Measurement solution offered as a subscription. After-tax, Multi-period Portfolio Optimization and Financial Planning Software. Real-time and historic stock prices are retrieved from Yahoo Finance, while other stock data has to be entered manually. Cramer's lightning round: Domino's Pizza is a very good stock. 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