full image - Repost: Investment Portfolio Tracker Template for Excel | Cryptocurrencies, Stocks, Bonds, ETFs, REITs | Live Data & Calculations | Digital Finance Tracker (from Reddit.com, Investment Portfolio Tracker Template for Excel | Cryptocurrencies, Stocks, Bonds, ETFs, REITs | Live Data & Calculations | Digital Finance Tracker)
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𝐅𝐞𝐚𝐭𝐮𝐫𝐞𝐬𝐇𝐨𝐰 𝐢𝐭 𝐰𝐨𝐫𝐤𝐬 (𝐆𝐮𝐢𝐝𝐞 𝐢𝐧𝐜𝐥𝐮𝐝𝐞𝐝)-------------------------------------------Portfolio’s Currency is selected.History is inputted either with a CSV file or manually (Transactions, Trades, Dividends).Each investment’s information is specified (Asset Class, Region, Sector, etc.)All data are then calculated automatically based on the above information.𝐒𝐮𝐩𝐩𝐨𝐫𝐭𝐞𝐝 𝐂𝐮𝐫𝐫𝐞𝐧𝐜𝐢𝐞𝐬-------------------------------(For all Portfolio and Individual Investments):✦ EUR✦ USD✦ GBP✦ CAD✦ CHF✦ AUD✦ NZD✦ GBX (Only for Individual Investments)𝟏𝟕 𝐓𝐚𝐛𝐬/𝐒𝐡𝐞𝐞𝐭𝐬----------------------(w/Automatic calculation unless stated otherwise)✦ Dashboard✦ Portfolio✦ Desired Portfolio (Manual Input)✦ Pies✦ Allocation✦ Tickers Info (Manual Input)✦ Crypto Portfolio✦ Transactions/Trades/Dividends History (Manual Input)✦ Returns✦ Dividends✦ Calculators✦ Valuation✦ Screener✦ Annual Reports✦ Watchlist (Manual Input)✦ Customization and Info✦ Guide𝐈𝐦𝐩𝐨𝐫𝐭𝐚𝐧𝐭 𝐍𝐨𝐭𝐞𝐬------------------------- The workbook requires any version of Microsoft Excel excluding Google Sheets.- If the following error pops up in Office 2019, this means your version is not supported. In that case, you need to downgrade to an older version of Office 2019.https://ift.tt/zJcgsjA If the following error pops up, just click "OK". It should disappear once you input your History.https://ift.tt/0B3vwRx The workbook supports up to 40 current holdings.𝐃𝐨𝐰𝐧𝐥𝐨𝐚𝐝 𝐋𝐢𝐧𝐤----------------------https://ift.tt/QZXTHys
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