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The Portfolio Tracker aligns with real-time financial data tracking by dynamically reflecting the data you've input in both the 'Investment' and 'Sales' ledger tabs. When you record a purchase, that security becomes a part of your asset list. Similarly, when you log a sale, the corresponding amount is automatically deducted from your portfolio. This real-time update allows you to have a bird's-eye view of your investments and manage your portfolio effectively.
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Consider the 'Portfolio' tab as a bird's-eye view of your investments, much like how Jordan might take a step back to assess the broader landscape of his financial endeavors. The 'Portfolio' tab dynamically reflects the data you've input in both the 'Investment' and 'Sales' ledger tabs. Record a purchase, and that security becomes a part of your asset list. In the same way, log a sale, and the corresponding amount is automatically deducted from your portfolio.
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Need to manage your portfolio with a template that updates the stock data in real-time? Download our Portfolio Tracker template, available in both Mic...
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