This can be a template I made to simply preserve observe of my investments. I’ve determined to share it at no cost as a give again to the group.
𝐇𝐨𝐰 𝐢𝐭 𝐰𝐨𝐫𝐤𝐬 (𝐆𝐮𝐢𝐝𝐞 𝐢𝐧𝐜𝐥𝐮𝐝𝐞𝐝)
Portfolio’s Foreign money 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 many others.)
All knowledge are then calculated mechanically based mostly on the above data.
RAR Password: make investments