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Sales overview

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.

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Portfolio Tracker

Google Sheets

15 Sheets

Portfolio Tracker

Excel

15 Sheets

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Sales 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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