Hello,
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.
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๐๐จ๐ฐ ๐ข๐ญ ๐ฐ๐จ๐ซ๐ค๐ฌ (๐๐ฎ๐ข๐๐ ๐ข๐ง๐๐ฅ๐ฎ๐๐๐)
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- Portfolioโs Currency is selected.
- History is inputted either with a CSV file or manually (Transactions, Trades, Dividends).
- Each investmentโs information is specified (Asset Class, Region, Sector, etc.)
- All data are then calculated automatically based on the above information.
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https://preview.redd.it/91r6y15her191.jpg?width=2700&format=pjpg&auto=webp&s=becccfac451013dc287a89a9446fe3b63e6e4411
https://preview.redd.it/emo0v25her191.jpg?width=2700&format=pjpg&auto=webp&s=d0fa81252c78dd7de09d3fd0d8162c80a9293db6
https://preview.redd.it/40mon45her191.jpg?width=2700&format=pjpg&auto=webp&s=2106922e90888868c188100ebbae652554a1ef75
https://preview.redd.it/fpw4995her191.jpg?width=2700&format=pjpg&auto=webp&s=7010cbd7e357584839f590298f7fcb9efdfec4fc
https://preview.redd.it/rv49ze5her191.jpg?width=2700&format=pjpg&auto=webp&s=b1ddb9c2bf108ad2ecadbcd0e2afc8083783f851
๐๐จ๐ฐ๐ง๐ฅ๐จ๐๐ ๐๐ข๐ง๐ค
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https://drive.google.com/uc?export=download&id=1lNMbqMq5iNhrsF-TEr5aQtDTwfDRAqdC
RAR Password: invest