Investment Portfolio Tracker Template for Excel | Cryptocurrencies, Stocks, Bonds, ETFs, REITs | Live Data & Calculations | Digital Finance Tracker

โ€‹

๐…๐ž๐š๐ญ๐ฎ๐ซ๐ž๐ฌ

๐‡๐จ๐ฐ ๐ข๐ญ ๐ฐ๐จ๐ซ๐ค๐ฌ (๐†๐ฎ๐ข๐๐ž ๐ข๐ง๐œ๐ฅ๐ฎ๐๐ž๐)

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  1. Portfolioโ€™s Currency is selected.
  2. History is inputted either with a CSV file or manually.
  3. Each investmentโ€™s information is specified.
  4. All data are then calculated automatically based on the above information.

โ€‹

๐’๐ฎ๐ฉ๐ฉ๐จ๐ซ๐ญ๐ž๐ ๐‚๐ฎ๐ซ๐ซ๐ž๐ง๐œ๐ข๐ž๐ฌ

-------------------------------

(For all Portfolio and Individual Investments):

โœฆ EUR

โœฆ USD

โœฆ GBP

โœฆ CAD

โœฆ CHF

โœฆ AUD

โœฆ NZD

โœฆ GBX (Only for Individual Investments)

โ€‹

๐Ÿ๐Ÿ• ๐“๐š๐›๐ฌ/๐’๐ก๐ž๐ž๐ญ๐ฌ

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(w/Automatic calculation unless stated otherwise)

โœฆ Dashboard

โœฆ Portfolio

โœฆ Desired Portfolio (Manual Input)

โœฆ Pies

โœฆ Allocation

โœฆ Tickers Info (Manual Input)

โœฆ Crypto Portfolio

โœฆ Transactions/Trades/Dividends History (Manual Input)

โœฆ Returns

โœฆ Dividends

โœฆ Calculators

โœฆ Valuation

โœฆ Screener

โœฆ Annual Reports

โœฆ Watchlist (Manual Input)

โœฆ Customization and Info

โœฆ Guide

โ€‹

๐ˆ๐ฆ๐ฉ๐จ๐ซ๐ญ๐š๐ง๐ญ ๐๐จ๐ญ๐ž๐ฌ

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- The workbook requires any version of Microsoft Excel excluding Google Sheets.

- If the following error pops up in Office 2019, this means your version is not supported. In that case, you need to downgrade to an older version of Office 2019.

https://i.imgur.com/WjC7i2M.jpeg

- If the following error pops up, just click "OK". It should disappear once you input your History.

https://i.imgur.com/8Q6NEeX.png

- The workbook supports up to 40 current holdings.

โ€‹

๐ƒ๐จ๐ฐ๐ง๐ฅ๐จ๐š๐ ๐‹๐ข๐ง๐ค

----------------------

https://u.pcloud.link/publink/show?code=SBGctalK



Submitted March 28, 2022 at 02:29AM by miseHegeCromonr https://ift.tt/VY5zAof

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