This is the template used for tracking an investments portfolio. Each sheet can be used to track a different philosophy or strategy to see how they compare.
This sheet will automatically populate stock quotes (pulled from Google Finance)
This sheet will let you track
- Total Amount Invested
- Average Amount Invested
- Date of Purchase
- Number of Shares
- Holding P/L
- Sold P/L
- Holding Duration
- Net Realized P/L
- Largest Gain
- Largest Loss
- Average Return
- Total Deposit in Multiple Accounts
- Total Appreciation in Multiple Accounts
If you have any questions please message me, @swoicik.
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