This is a template I made to easily keep track of my investments. I've decided to share it for free as a give back to the community.
𝐇𝐨𝐰 𝐢𝐭 𝐰𝐨𝐫𝐤𝐬 (𝐆𝐮𝐢𝐝𝐞 𝐢𝐧𝐜𝐥𝐮𝐝𝐞𝐝)
- Portfolio’s Currency is selected.
- History is inputted either with a CSV file or manually (Transactions, Trades, Dividends).
- Each investment’s information is specified (Asset Class, Region, Sector, etc.)
- All data are then calculated automatically based on the above information.