Frequently Asked Questions | Net Gain Portfolio Manager
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Frequently Asked Questions
  • Who Should Use Net Gain?

    Net Gain is NOT for investment advisors or institutions.

    Rather, it's for the “do it yourself” personal investor who wants to fire their investment advisor and take control over their own finances.

    It’s for anyone who wants to manage their own investment portfolio so they can cut expenses, increase returns, and keep more of their hard earned money.

  • Why Use Net Gain?

    You should use Net Gain if you want to:

    • See all of your accounts individually and combined

    • Know your current asset allocation (and set target allocations for rebalancing)

    • Be shown exactly how much you need to buy/sell to rebalance your portfolio

    • Be shown exactly how much to buy monthly if you want to use dollar cost averaging to ease into a position.

    • See your true portfolio performance relative to the benchmarks

    • Discover how much fees, expenses, and inflation are eating out of your return

    • Monitor watchlists for buy and sell opportunities

    • Finally discover your true net worth by aggregating all of your accounts in one place

    Remember that no one cares about your money as much as you do. That's why you should take control and do it yourself. Every choice you make will be in YOUR best interest.

  • Why Not Use My Broker's Reporting?

    So what's the need of using Net Gain when your broker already provides reporting?

    The one most important need that Net Gain provides is "aggregation."

    For example, if you have multiple accounts -- with multiple financial institutions -- there's no way to see all of your accounts in one place and to run aggregated reports. This means there's no way to know the performance or asset allocation of your overall portfolio or even to know your true net worth.

    Net Gain allows you to aggregate, track, analyze, and manage your entire portfolio using one centralized portfolio tracking tool.

    Plus, Net Gain provides many additional reports that may not be offered by your broker -- giving you further insight into your portfolio.

  • How Do I Import My Portfolios?

    You can import your transactions from a CSV file that you download from your financial institution or simply by entering trades manually.

    We do not support automatically downloading your transactions from your financial institutions.

    Even though automatic downloading sounds like a dream come true, there are three problems with this approach:

    #1 - What you might not realize is that financial institutions only store the last 2 years of your data. What do you do if your account has existed for more than 2 years? You won’t get complete data which means you won’t get your complete financial picture.

    #2 - You may have an account at a financial institution that doesn’t support automatic downloads.

    #3 - Do you really trust a script to be able to “get it right” when it must download hundreds – or thousands – of transactions from multiple financial institutions (each of which uses different naming conventions for things like buy, sell, reinvest dividend, etc.)?

    The only way to be 100% sure that you have your complete transactions – and that these transactions are accurate – is to import them manually.

    We realize this is a barrier for some people. And that’s why you can hire us to do it for you.

    The bottom line is that most people are going to need some level of help getting their portfolios setup.

    And even though Net Gain is easy-to-use, you may still need some hand holding at first. And that’s why we’re here for you.

  • How Do I Keep My Portfolios Up-To-Date?

    After you import your initial transaction history, we recommend importing your new transactions on the first of every month.

    Of course, when you update your transactions is completely up to you. You can choose to update your transactions whenever you like.

  • Is Net Gain Secure?

    You don't have to worry about security because your private account information is never transferred to our sever and stored in the "cloud".

    All of your portfolio information is stored locally in Excel on your computer. Therefore, your information is as secure as your keep your own computer.

    For additional security, Net Gain is secured with a password you must enter every time you open your spreadsheet. You can change this password at any time and as frequently as you like.

  • What If Net Gain Doesn’t Support Something In My Portfolio?

    Don’t worry. We’re here to help.

    If you need something customized, you can hire us to do it for you.

  • Why Is Net Gain An Excel Spreadsheet?

    Net Gain was created specifically in Excel because there is no other program in existence as powerful when it comes to data management, manipulation, and reporting.

    The bottom line is when it comes to a portfolio management tool, an Excel spreadsheet is the ONLY real option.

  • What Do I Need To Get Started?

    All you need is a Windows PC, Excel 2013 or higher, and an Internet connection.

  • Do You Have A Mac Version?

    Unfortunately, not at this time.

  • How Much Does Net Gain Cost?

    Net Gain is less than the cost of your monthly cell phone bill. Please fill out the form below for a Free 30 Day Trial!


If you would like to speak to a Net Gain representative immediately,
please call 1-800-838-3701


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