Investment Dashboard

Investment Dashboard

The Dashboard tracks your Investments and your Dividends : The Ultimate Tool for Effortless Portfolio 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:

• 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.
• 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.
• The spreadsheet calculates key metrics, such as overall portfolio returns, individual asset performance, and sector diversification. The insightful charts and graphs help to visualize your investment trends, making it easier to identify possible issues within your portfolio’s allocation.

Other features include:

• Track your investments
• Save your time
• Helps to visualise your performance
• Track the performance of your stocks and ETFs

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