Hello,
This is a template I made to easily keep track of my investments. I’ve decided to share it for free as a give back to the community.
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1. Portfolio’s Currency is selected.
2. History is inputted either with a CSV file or manually (Transactions, Trades, Dividends).
3. Each investment’s information is specified (Asset Class, Region, Sector, etc.)
4. All data are then calculated automatically based on the above information.
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[https://drive.google.com/uc?export=download&id=1lNMbqMq5iNhrsF-TEr5aQtDTwfDRAqdC](https://drive.google.com/uc?export=download&id=1lNMbqMq5iNhrsF-TEr5aQtDTwfDRAqdC)
RAR Password: *invest*