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Productivity
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Book Summaries
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Dashboard

Delve into the 'Dashboard' model of the 'Portfolio Tracker' spreadsheet. This model is a comprehensive hub for tracking stocks, bitcoin, and other crypto investments. It provides a close look at the historical performance of the portfolio, acting as a sales ledger and watchlist. The model is designed to offer a structured and systematic approach to portfolio management, updating stock data in real-time. It's an essential tool for anyone seeking to manage their investments and securities effectively.

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Portfolio Tracker

Excel

15 Sheets

Portfolio Tracker

Google Sheets

15 Sheets

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Dashboard 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
Portfolio Tracker Spreadsheet preview

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