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Delving into the 'Dashboard Overview', one finds a comprehensive model that provides a snapshot of the portfolio's performance. It tracks a variety of investments, from stocks to cryptocurrencies, and updates in real-time. The model offers a clear view of the closing prices and historical performance of each security, making it an invaluable tool for any investor. It also includes a watchlist and sales ledger, allowing for a structured and systematic approach to portfolio management. This model is a key component of the 'Portfolio Tracker', designed to simplify the complex world of investment tracking.
This sheet is part of our Portfolio Tracker spreadsheet. Available in Microsoft Excel and Google Sheets.
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