Each year I have roughly 20 stocks counters however I can conduct more than 150 trades annually. How do I keep track of expenses, trades, counters, dividends, corporate actions and remember all my plans ? The best way to do this is to design my own portfolio management that I am most comfortable with. There is also certain level of privacy on sensitive positions. I do not trust 3rd party tool or cloud things. Below is an example of how I do them. And the best way to do them is in Excel. This trades were done in 2015 starting with P/L at zero with book value at close day of 31 Dec 2014 trading price. And ended with Profit $6977 in 31 Dec 2015. In the first trading day of 2016, P/L will be zero'ed out again. Meaning profits of $6977 is my money and no longer belong to the ...