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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.
This sheet is part of our Portfolio Tracker spreadsheet. Available in Google Sheets and Microsoft Excel.
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