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A Portfolio Tracker offers several benefits for managing stocks and cryptocurrency transactions. It provides a clear record of all transactions, helping you understand and track the success of your sales decisions. It can display gains or losses by security, providing a visual representation of successful and less successful trades. Once all the details are entered, it can track current investment standings. It also updates the stock data in real-time, allowing for a structured and systematic approach to portfolio management.
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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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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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