It is a spreadsheet I made to simply preserve monitor of my investments. I’ve determined to share it totally free as a give again to the neighborhood.
𝐇𝐨𝐰 𝐢𝐭 𝐰𝐨𝐫𝐤𝐬 (𝐆𝐮𝐢𝐝𝐞 𝐢𝐧𝐜𝐥𝐮𝐝𝐞𝐝)
- Portfolio’s Forex is chosen.
- Historical past is inputted both with a CSV file or manually (Transactions, Trades, Dividends).
- Every funding’s data is specified (Asset Class, Area, Sector, and many others.)
- All information are then calculated routinely based mostly on the above data.
(w/Automated calculation until said in any other case)
✦ Desired Portfolio (Handbook Enter)
✦ Tickers Data (Handbook Enter)
✦ Crypto and NFT Portfolios
✦ Transactions/Trades/Dividends Historical past (Handbook Enter)
✦ Annual Experiences
✦ Watchlist (Handbook Enter)
✦ Customization and Data
Scan End result: