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The Portfolio Tracker template aids in tracking the success of sales decisions by providing a clear record of all transactions. It offers a snapshot of the transactions, helping to understand and track the success of sales decisions. The template also includes charts that can display gains or losses by security, providing a visual representation of successful and less successful trades. Once all the details are entered in the Investment and Sales ledger tab, the 'Portfolio' tab will be ready to track current investment standings.
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As time goes on and Jordan makes more sales, whether they're stocks or cryptocurrency, this tab offers a clear record. It gives him a snapshot of his transactions, helping him to understand and track the success of his sales decisions. There are also charts in this section that can display gains or losses by security, providing a visual representation of successful and less successful trades. Once all the details are entered in the Investment and Sales ledger tab, the 'Portfolio' tab will be ready to track current investment standings.
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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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