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

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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. Portfolio’s Currency is selected.
  2. History is inputted either with a CSV file or manually.
  3. Each investment’s information is specified.
  4. All data are then calculated automatically based on the above information.

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

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(For all Portfolio and Individual Investments):

✦ EUR

✦ USD

✦ GBP

✦ CAD

✦ CHF

✦ AUD

✦ NZD

✦ GBX (Only for Individual Investments)

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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)

✦ Dashboard

✦ Portfolio

✦ Desired Portfolio (Manual Input)

✦ Pies

✦ Allocation

✦ Tickers Info (Manual Input)

✦ Crypto Portfolio

✦ Transactions/Trades/Dividends History (Manual Input)

✦ Returns

✦ Dividends

✦ Calculators

✦ Valuation

✦ Screener

✦ Annual Reports

✦ Watchlist (Manual Input)

✦ Customization and Info

✦ Guide

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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.

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

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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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