All in One Tracker September 2023 UPDATE

Personal Finance Dashboard

The dashboard tracks your Spending, Net Worth, Investments and your Dividends : The Ultimate Tool for Effortless Personal Finance Management. Designed to simplify and streamline your portfolio management, this tool empowers investors of all levels to make informed decisions and maximize their returns. Our spreadsheet allows you to effortlessly track and monitor your investments in one centralized location.

Now with the NEW night mode Dashboard!

Key Features:

• See your dividends on a daily and monthly calendar: Once you have input your dividend data, you will be able to see your dividends on a monthly and daily basis
• Calculates future portfolio value: Using this tool will enable you to see where your investments could take you, 1, 5 or even 25 years into the future by simply inputting a few parameters
• Transaction Tracking: Easily record and categorize your investment transactions, including buys, sells, dividends, and more. Maintain a complete transaction history for accurate reporting and analysis.
• Calculates future dividends received: This will enable you to not only see your portfolio value but also your expected dividends you will receive
• Investment Diversification Analysis: Achieve optimal diversification by visualizing your portfolio’s asset allocation across various sectors. Identify potential risks and opportunities to rebalance your investments and optimize your returns.

Other features include:

• Track your investments
• Track your dividends
• Save your time
• Helps to visualise your performance
• Track the performance of your stocks and ETFs
• Calculation of total return

Whether you’re a seasoned investor or just starting your journey, the Investment Tracker Spreadsheet is your ultimate companion for successful portfolio management. Take charge of your financial future and make informed investment decisions with ease. Invest smarter, track effectively, and unlock your full potential today.

Simply download the file to start tracking your investment journey and watch your portfolio grow. Comes with a guide on the use of the sheet. Any questions please contact exceldividends@gmail.com