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Investments overview

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.

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Portfolio Tracker

Excel

15 Sheets

Portfolio Tracker

Google Sheets

15 Sheets

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Investments overview 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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