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Performance

Dive into the 'Performance' model of the 'Portfolio Tracker' spreadsheet to gain insights into the historical performance of stocks and cryptocurrencies. This model serves as a dashboard, providing a comprehensive view of the portfolio's performance, including stocks and bitcoin. It also functions as a sales ledger and watchlist, keeping track of investments and securities. The model is designed to update in real-time, offering a structured and systematic approach to portfolio management. It's an essential tool for anyone seeking to manage their portfolio effectively.

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Portfolio Tracker

Excel

15 Sheets

Portfolio Tracker

Google Sheets

15 Sheets

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Performance 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
Portfolio Tracker Spreadsheet preview

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