DIY Portfolio Manager
Tool for Excel that tracks investment portfolios with automatic stock quotes, FiFo calculations, and key performance indicators.
yaicoPrice not published
Untap Link for Excel
by Untap Software LtdMicrosoft 365Price not published
Links Excel with Untap for portfolio oversight, financial tracking, investor reports, value creation, and ESG management.
PRICINGNot published
DEPLOYMENTCloud
CATEGORYAnalytics
UPDATED ON MARKETPLACE
What it does
Connects Excel to Untap for portfolio oversight and financial tracking. The vendor also lists investor reporting, value creation, ESG management, and middle office operations for PE and VC funds.
Key capabilities
from the Microsoft Marketplace listingPortfolio oversight
The add-in supports monitoring of investment portfolios.
Financial tracking
The add-in supports tracking financial performance.
Investor reports
The add-in includes reporting for investors.
Value creation
Value creation is one of the listed functions.
ESG management
The add-in includes ESG management.
Who it's for
The vendor names private equity and venture capital funds.
How it compares
Untap Link for Excel uses unknown pricing, runs in the cloud, and was updated on May 2025. DIY Portfolio Manager matches the unknown pricing and cloud deployment but shows an update date of Nov 2022, while Lantern | Model shows May 2026. Xero Planning & Reporting by Acterys uses paid pricing with cloud deployment and a Apr 2025 update date; GorilaCORE uses unknown pricing with cloud deployment and a Aug 2026 update date.
| Name | Pricing | Deployment | Updated |
|---|---|---|---|
| this plugin | Price not published | Cloud | |
| DIY Portfolio Manager | Price not published | Cloud | |
| Lantern | Model | Price not published | Cloud | |
| Xero Planning & Reporting by Acterys | Paid | Cloud | |
| GorilaCORE | Price not published | Cloud |
In the catalog
446 plugins in Excel · Analytics
Price distribution: 8 free, 17 freemium, 142 paid, 279 price not published
Pricing & deployment
Platform
Microsoft 365
Product
Excel
Deployment
Cloud
Pricing
Price not published
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What the vendor says
«Untap Excel Link provides a seamless way to connect Excel with Untap, enabling streamlined portfolio monitoring, financial performance tracking, investor reporting, value creation, and ESG management. This integration empowers PE and VC funds to optimize middle office operations and maximize financial and …»