Real ChatGPT answer · index seedrtfLXw4XUkgcompleteFinance and banking · investing and brokeragesinformational
What are the best online tools or spreadsheets to track multi-account portfolio performance over a five-year period for a small business?
Download run
Fan-out diagram
The searches the AI actually ran for this prompt.
SEED QUERY
What are the best online tools or spreadsheets to track multi-account portfolio performance over a five-year period for a small business?
3 real searches · 1 real-search pass
best investment portfolio tracker multiple accounts business accounts performance tracking Sharesight Kubera Snowball Analytics 2026Google ↗
OBSERVEDComparison
Portfolio Performance software multi account performance tracking official featuresGoogle ↗
OBSERVEDOther / navigational
Google Sheets Excel portfolio tracker investment performance XIRR multiple accounts small businessGoogle ↗
OBSERVEDComparison
Badge and edge weight = share of passes that produced the query. Hover a query for its intent and routing format.
Query classes
Google's semantic query class for every sub-query: what kind of answer each search is after, simulated vs real.
ChatGPT real searches (3)
Classes come from the query-classifier (a local Laya model). 3 of 3 calls are low-confidence (under 50%) — hover a query in the table to see its confidence.
Searches and sources
ChatGPT3 real searches · gpt-6
best investment portfolio tracker multiple accounts business accounts performance tracking Sharesight Kubera Snowball Analytics 2026 Google ↗
Portfolio Performance software multi account performance tracking official features Google ↗
Google Sheets Excel portfolio tracker investment performance XIRR multiple accounts small business Google ↗
- Sharesight · sharesight.com
- Online Portfolio Tracker · sharesight.com
- Online Portfolio Tracker · sharesight.com
- Portfolio Performance · portfolio-performance.info
- About Portfolio Performance · help.portfolio-performance.info
- Introduction · help.portfolio-performance.info
- Empower · empower.com
- Empower Personal Dashboard Budget App Review · nerdwallet.com
- Kubera · kubera.com
- Best Portfolio Benchmarking Tools for Investors: 6 Compared · purebenchmarks.com
- 5 Best Investment Portfolio Tracking Tools in 2026 · ones.com
- Snowball Analytics · snowball-analytics.com
- Best Investment Tools in 2026: Researched & Ranked · itechguides.com
- XIRR function · support.microsoft.com
- XIRR function · support.microsoft.com
- GOOGLEFINANCE · support.google.com
Queries
3 queries · click a column to sort
| Query / type | Search | Intent | Query class | Routing format | Cluster | Freq ↓ | Weight |
|---|---|---|---|---|---|---|---|
best investment portfolio tracker multiple accounts business accounts performance tracking Sharesight Kubera Snowball Analytics 2026 OBSERVED | Google ↗ AI Mode ↗ | — | Comparison | — | — | 1x of 1 | |
Portfolio Performance software multi account performance tracking official features OBSERVED | Google ↗ AI Mode ↗ | — | Other / navigational | — | — | 1x of 1 | |
Google Sheets Excel portfolio tracker investment performance XIRR multiple accounts small business OBSERVED | Google ↗ AI Mode ↗ | — | Comparison | — | — | 1x of 1 |