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The Portfolio Tracker stands out from other portfolio management tools due to its real-time updating feature and its compatibility with both Microsoft Excel and Google Sheets. It provides a clear view of your financial position, detailing the total value of your assets, total invested, and the subsequent returns. It also showcases how your assets are distributed in terms of their value and the returns they've accumulated. This essentially serves as your financial health check, revealing how your investments have fared and where they currently stand.
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The Overview section provides a clear view of your financial position, detailing the total value of your assets, total invested, and the subsequent returns - both in dollars and as a percentage. Additionally, it showcases how your assets are distributed in terms of their value and the returns they've accumulated. This section is essentially your financial health check, revealing how your investments have fared and where they currently stand.
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Manage your portfolio with a template that updates the stock data in real-time. Download our Portfolio Tracker template, available in both Microsoft E...
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