
๐ ๐๐๐ญ๐ฎ๐ซ๐๐ฌ
๐๐จ๐ฐ ๐ข๐ญ ๐ฐ๐จ๐ซ๐ค๐ฌ (๐๐ฎ๐ข๐๐ ๐ข๐ง๐๐ฅ๐ฎ๐๐๐)
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Portfolioโs Forex is chosen.
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Historical past is inputted both with a CSV file or manually (Transactions, Trades, Dividends).
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Every fundingโs data is specified (Asset Class, Area, Sector, and so on.)
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All knowledge are then calculated mechanically primarily based on the above data.
๐๐ฎ๐ฉ๐ฉ๐จ๐ซ๐ญ๐๐ ๐๐ฎ๐ซ๐ซ๐๐ง๐๐ข๐๐ฌ
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(For all Portfolio and Particular person Investments):
โฆ EUR
โฆ USD
โฆ GBP
โฆ CAD
โฆ CHF
โฆ AUD
โฆ NZD
โฆ GBX (Just for Particular person Investments)
๐๐ ๐๐๐๐ฌ/๐๐ก๐๐๐ญ๐ฌ
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(w/Computerized calculation except acknowledged in any other case)
โฆ Dashboard
โฆ Portfolio
โฆ Desired Portfolio (Guide Enter)
โฆ Pies
โฆ Allocation
โฆ Tickers Information (Guide Enter)
โฆ Crypto Portfolio
โฆ Transactions/Trades/Dividends Historical past (Guide Enter)
โฆ Returns
โฆ Dividends
โฆ Calculators
โฆ Valuation
โฆ Screener
โฆ Annual Experiences
โฆ Watchlist (Guide Enter)
โฆ Customization and Information
โฆ Information
๐๐ฆ๐ฉ๐จ๐ซ๐ญ๐๐ง๐ญ ๐๐จ๐ญ๐๐ฌ
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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.
– 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.
๐๐จ๐ฐ๐ง๐ฅ๐จ๐๐ ๐๐ข๐ง๐ค
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https://u.pcloud.hyperlink/publink/present?code=ofirtalK