𝐇𝐨𝐰 𝐢𝐭 𝐰𝐨𝐫𝐤𝐬 (𝐆𝐮𝐢𝐝𝐞 𝐢𝐧𝐜𝐥𝐮𝐝𝐞𝐝)
Portfolio’s Forex is chosen.
Historical past is inputted both with a CSV file or manually (Transactions, Trades, Dividends).
Every funding’s data is specified (Asset Class, Area, Sector, and so on.)
All knowledge are then calculated mechanically primarily based on the above data.
(For all Portfolio and Particular person Investments):
✦ GBX (Just for Particular person Investments)
(w/Computerized calculation except acknowledged in any other case)
✦ Desired Portfolio (Guide Enter)
✦ Tickers Information (Guide Enter)
✦ Crypto Portfolio
✦ Transactions/Trades/Dividends Historical past (Guide Enter)
✦ Annual Experiences
✦ Watchlist (Guide Enter)
✦ Customization and Information
– 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.
– If the next error pops up, simply click on “OK”. It ought to disappear when you enter your Historical past.
– The workbook helps as much as 40 present holdings.