Funding Portfolio Tracker Template for Excel | Cryptocurrencies, Shares, Bonds, ETFs, REITs | Stay Knowledge & Calculations

𝐅𝐞𝐚𝐭𝐮𝐫𝐞𝐬

𝐇𝐨𝐰 𝐢𝐭 𝐰𝐨𝐫𝐤𝐬 (𝐆𝐮𝐢𝐝𝐞 𝐢𝐧𝐜𝐥𝐮𝐝𝐞𝐝)

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1. Portfolio’s Forex is chosen.

2. Historical past is inputted both with a CSV file or manually (Transactions, Trades, Dividends).

3. Every funding’s data is specified (Asset Class, Area, Sector, and so on.)

4. All knowledge are then calculated mechanically primarily based on the above data.

𝐒𝐮𝐩𝐩𝐨𝐫𝐭𝐞𝐝 𝐂𝐮𝐫𝐫𝐞𝐧𝐜𝐢𝐞𝐬

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(For all Portfolio and Particular person Investments):

✦ EUR

✦ USD

✦ GBP

✦ CAD

✦ CHF

✦ AUD

✦ NZD

✦ GBX (Just for Particular person Investments)

𝟏𝟕 𝐓𝐚𝐛𝐬/𝐒𝐡𝐞𝐞𝐭𝐬

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(w/Computerized calculation except acknowledged in any other case)

✦ Dashboard

✦ Portfolio

✦ Desired Portfolio (Guide Enter)

✦ Pies

✦ Allocation

✦ Tickers Information (Guide Enter)

✦ Crypto Portfolio

✦ Transactions/Trades/Dividends Historical past (Guide Enter)

✦ Returns

✦ Dividends

✦ Calculators

✦ Valuation

✦ Screener

✦ Annual Experiences

✦ Watchlist (Guide Enter)

✦ Customization and Information

✦ Information

𝐈𝐦𝐩𝐨𝐫𝐭𝐚𝐧𝐭 𝐍𝐨𝐭𝐞𝐬

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– The workbook requires any model of Microsoft Excel excluding Google Sheets.

– If the next error pops up in Workplace 2019, this implies your model just isn’t supported. In that case, you might want to downgrade to an older model of Workplace 2019.

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– If the next error pops up, simply click on “OK”. It ought to disappear when you enter your Historical past.

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– The workbook helps as much as 40 present holdings.

𝐃𝐨𝐰𝐧𝐥𝐨𝐚𝐝 𝐋𝐢𝐧𝐤

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https://u.pcloud.hyperlink/publink/present?code=ofirtalK