Whats up,
This can be a spreadsheet I made to simply preserve observe of my investments. I’ve determined to share it without spending a dime as a give again to the group.
————-
( )
——————————————-
-
Portfolio’s Forex is chosen.
-
Historical past is inputted both with a CSV file or manually (Transactions, Trades, Dividends).
-
Every funding’s data is specified (Asset Class, Area, Sector, and so forth.)
-
All information are then calculated routinely primarily based on the above data.
/
———————-
(w/Automated calculation until said in any other case)
✦ Dashboard
✦ Portfolio
✦ Desired Portfolio (Handbook Enter)
✦ Pies
✦ Allocation
✦ Tickers Data (Handbook Enter)
✦ Crypto and NFT Portfolios
✦ Transactions/Trades/Dividends Historical past (Handbook Enter)
✦ Returns
✦ Dividends
✦ Calculators
✦ Valuation
✦ Screener
✦ Annual Studies
✦ Watchlist (Handbook Enter)
✦ Customization and Data
✦ Information
———————-
https://www.dropbox.com/t/8sk7Cjf8n6EqSXPe
Scan Outcome:
https://www.virustotal.com/gui/file/5d0471d0fae60958d63edc77ce935ecb1eb7d7389c417d227c641e0bdd08749c