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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.
This sheet is part of our Portfolio Tracker spreadsheet. Available in Microsoft Excel, and Google Sheets. Download using links below
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Are you looking to determine which investment opportunities are best for your company, especially when multiple options are available? How can you tell you’re investing your capital in the best project? Our Captial Budgeting template, available in Microsoft Excel and Google Sheets, will help you to evaluate the best projects and opportunities to invest in.
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