The Portfolio Tracker template can be used to manage investments in global companies like Apple or Tesla by documenting each transaction in the 'Investment Ledger' tab. You would enter the transaction date, the security name (in this case, Apple or Tesla), the number of shares acquired, the unit price, and, when relevant, any trade fee or commission. The template updates the stock data in real-time, allowing you to keep track of your investments.

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Including trade fees and commissions in the 'Investment Ledger' tab of the Portfolio Tracker allows for a more accurate representation of the total cost of an investment. These costs can significantly impact the overall profitability of an investment, especially for frequent traders. By accounting for these costs, investors can better assess their net returns and make more informed investment decisions.

There are several alternative strategies or methods for tracking and managing a portfolio of stocks. One could use financial software or apps that provide real-time tracking and updates on your portfolio. These tools often include features for tracking performance, dividends, and changes in stock prices. Additionally, one could employ a financial advisor or investment manager to oversee their portfolio. Another method is to use spreadsheets or databases to manually track your investments, though this can be time-consuming and requires a good understanding of financial data. Lastly, one could use a combination of these methods depending on their specific needs and resources.

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Portfolio Tracker

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