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Dive into the 'Investments Overview' model, a key component of the 'Portfolio Tracker' spreadsheet. This model provides a comprehensive view of the investment portfolio, including stocks and cryptocurrencies. It offers a dashboard for tracking the closing prices and historical performance of each security. The model also includes a sales ledger and a watchlist, making it easier to monitor and manage investments. It's a valuable tool for anyone seeking a systematic approach to portfolio management, offering real-time updates on stock data.
This sheet is part of our Portfolio Tracker spreadsheet. Available in Google Sheets and Microsoft Excel.
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