Good day,
This can be a spreadsheet I made to simply preserve observe of my investments. I’ve determined to share it at no cost as a give again to the neighborhood.
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Portfolio’s Foreign money is chosen.
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Historical past is inputted both with a CSV file or manually (Transactions, Trades, Dividends).
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Every funding’s data is specified (Asset Class, Area, Sector, and many others.)
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All knowledge are then calculated robotically primarily based on the above data.
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(w/Computerized calculation until said in any other case)
✦ Dashboard
✦ Portfolio
✦ Desired Portfolio (Guide Enter)
✦ Pies
✦ Allocation
✦ Tickers Data (Guide Enter)
✦ Crypto and NFT Portfolios
✦ Transactions/Trades/Dividends Historical past (Guide Enter)
✦ Returns
✦ Dividends
✦ Calculators
✦ Valuation
✦ Screener
✦ Annual Reviews
✦ Watchlist (Guide Enter)
✦ Customization and Data
✦ Information
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https://www.dropbox.com/t/Nzkbi4zzqzITB7M5
Scan Consequence:
https://www.virustotal.com/gui/file/e4c553b69d87513d5795272eb76338adb7c4441fecaa67797951df3a766660f3