
Stock Portfolio Management Template for Excel, allows for ETFs. Ideal for Long term Traders.
Note: The Dashboard is using EXCEL 365 to retrieve live data. You can still use the Dashboard if you enter the data manually for the market and your portfolio.
- Take control of your financial future with this comprehensive Excel portfolio management tool! Track your stocks and ETFs, visualize market trends, and gain valuable insights to inform your investment decisions. This user-friendly template empowers you to:
- Monitor your portfolio performance:
Track individual stocks and ETFs, including key metrics like price, change, and total value.
- Stay informed of market trends:
- Make data-driven decisions:
Customize to your needs: Tailor the template to your specific investment goals and preferences.
This dynamic Excel tool is the perfect solution for individuals seeking to actively manage their investments and gain a deeper understanding of the market.
✅𝙒𝙝𝙖𝙩'𝙨 𝙞𝙣𝙘𝙡𝙪𝙙𝙚𝙙
1 Microsoft EXCEL Spreadsheet fully Accessible
✅𝙄𝙣𝙨𝙩𝙧𝙪𝙘𝙩𝙞𝙤𝙣𝙨
The Excel is not difficult to use, but I provide some basic instructions on how to use the Spreadsheet.
✅𝙎𝙪𝙥𝙥𝙤𝙧𝙩
You get my full support with your purchase. I will provide you with my email address to enable you to contact me directly.
Portfolio Management:
Stock portfolio tracker
ETF portfolio tracker
Investment tracking spreadsheet
Investment analysis template
Stock market tracker
Financial planning spreadsheet
Market Trend:
Market trend analysis
Stock market visualization
Financial data analysis
Stock market data visualization
Investment research tool
Excel Features:
Excel formulas for finance
Excel charts for stocks
Excel financial functions
Excel dashboard for investments
Stock price tracking in Excel
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