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

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https://reddit.com/link/ssnqho/video/0got7pqdrvh81/player

𝐇𝐨𝐰 𝐢𝐭 𝐰𝐨𝐫𝐤𝐬 (𝐆𝐮𝐢𝐝𝐞 𝐢𝐧𝐜𝐥𝐮𝐝𝐞𝐝)

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1. Portfolio’s Currency is selected.
2. History is inputted either with a CSV file or manually (Transactions, Trades, Dividends).
3. Each investment’s information is specified (Asset Class, Region, Sector, etc.)
4. All data are then calculated automatically based on the above information.

𝐒𝐮𝐩𝐩𝐨𝐫𝐭𝐞𝐝 𝐂𝐮𝐫𝐫𝐞𝐧𝐜𝐢𝐞𝐬

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(For all Portfolio and Individual Investments):

✦ EUR

✦ USD

✦ GBP

✦ CAD

✦ CHF

✦ AUD

✦ NZD

✦ GBX (Only for Individual Investments)

𝟏𝟕 𝐓𝐚𝐛𝐬/𝐒𝐡𝐞𝐞𝐭𝐬

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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

𝐈𝐦𝐩𝐨𝐫𝐭𝐚𝐧𝐭 𝐍𝐨𝐭𝐞𝐬

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– The workbook requires any version of Microsoft Excel. However, Google Sheets is not supported.

– The workbook supports up to 40 current holdings.

– If the following error pop-ups, just click "OK". It should disappear once you input your History.

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

𝐃𝐨𝐰𝐧𝐥𝐨𝐚𝐝 𝐋𝐢𝐧𝐤

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

Password: invest