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Investment

Dive into the 'Investment' model of the 'Portfolio Tracker' spreadsheet. This model is designed to provide a comprehensive view of investment portfolios, including stocks and cryptocurrencies. It offers a dashboard for tracking the closing prices and historical performance of various securities. The model also includes a sales ledger and a watchlist to keep an eye on potential investment opportunities. It's an essential tool for anyone seeking a structured and systematic approach to managing their investments.

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Portfolio Tracker

Excel

15 Sheets

Portfolio Tracker

Google Sheets

15 Sheets

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Investment Sheet preview

Full preview (15 Sheets)

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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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