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Sales overview

Dive into the 'Sales Overview' model, a key component of the 'Portfolio Tracker' spreadsheet. This model provides a comprehensive view of the performance of various investments, including stocks and cryptocurrencies. It offers a detailed sales ledger and a watchlist to keep track of potential investment opportunities. The model also showcases historical performance data, enabling a thorough analysis of the portfolio's growth over time. It's a valuable resource for anyone seeking a structured and systematic approach to managing their investment portfolio.

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Portfolio Tracker

Excel

15 Sheets

Portfolio Tracker

Google Sheets

15 Sheets

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Sales overview Sheet preview

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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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