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Dashboard overview

Dashboard overview

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.

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Portfolio Tracker

Excel

15 Sheets

Portfolio Tracker

Google Sheets

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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Preview

Dashboard overview Sheet preview

Full 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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