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Historical performance

Historical performance

Dive into the 'Historical performance' model of the 'Portfolio tracker' spreadsheet. This model provides a comprehensive view of the past performance of various investments, including stocks and cryptocurrencies. It serves as a dashboard, displaying the closing values of each security in the portfolio. The model also functions as a sales ledger and watchlist, keeping track of all investment activities. It's an essential tool for anyone seeking a structured and systematic approach to managing their portfolio, offering real-time updates on stock data. This model is a testament to the power of structured data management in investment decision-making.

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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

Historical performance 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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