Investment by security

Dive into the 'Investment by security' model, a key component of the 'Portfolio Tracker' spreadsheet. This model provides a comprehensive view of investments, focusing on individual securities such as stocks and cryptocurrencies. It offers a detailed analysis of historical performance, enabling a clear understanding of each security's past trends. The model also includes a dashboard and a watchlist, making it easier to monitor the portfolio's progress. 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

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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Preview

Investment by security 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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