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How does the Portfol...

Question

How does the Portfolio Tracker template assist in diversifying investments?

The Portfolio Tracker template assists in diversifying investments by providing a structured and systematic approach to portfolio management. It allows you to track multiple securities, including stocks and cryptocurrencies, in real-time. The template automatically computes the transaction amount and presents details about the acquired security, including its ticker, type, sector, and currency. This helps you to manage and diversify your portfolio effectively.

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As Jordan continues his investment journey, he might buy more of the same stock or diversify into other securities, like Amazon (AMZN) or Apple (AAPL). He might even venture into the world of cryptocurrencies, buying some bitcoins. This template automatically computes the transaction amount and presents details about the acquired security, including its ticker, type, sector, and currency.

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Preview of Portfolio Tracker
Spreadsheet
15 Sheets
2 Formats

Preview (15 sheets)

Historical performance Sheet preview
Watchlist Sheet preview
Watchlist 2 Sheet preview
Investment Sheet preview
Performance Sheet preview
Sales overview Sheet preview
Top 5 sales Sheet preview
Invested by sector Sheet preview
Dashboard Sheet preview
Dashboard 2 Sheet preview
Dashboard overview Sheet preview
Investment by security Sheet preview
Dashboard overview 2 Sheet preview
Investments overview Sheet preview
Sales overview Sheet preview

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