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Dive into the 'Sales Overview' model, a crucial component of the 'Portfolio Tracker' spreadsheet. This model provides a comprehensive view of the portfolio's performance, including stocks and cryptocurrencies. It offers a detailed sales ledger, a watchlist for potential investments, and a dashboard for easy navigation. The model also tracks the historical performance of the portfolio, providing a clear picture of the investment's security. It's an essential tool for anyone seeking a structured and systematic approach to managing their portfolio.
This sheet is part of our Portfolio Tracker spreadsheet. Available in Microsoft Excel, and Google Sheets. Download using links below
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