The Portfolio Tracker template ensures accuracy in financial reporting and compliance with market capitalization and trading volume data by updating the stock data in real-time. It monitors important data points such as the change value, the trading volume, and the PE ratio. It also provides insight into the market structure via market capitalization and the asset's annual performance with the 52-week high & low. The template is structured to help you understand valuation nuances and general details, like the Exchange where the stock is. The description of each data point can be found in the 'Fields' tab, to ensure you can analyze and strategize your asset's performance.
Manage your portfolio with a template that updates the stock data in real-time. Download our Portfol...
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