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Custom Investment Portfolio Tracking Sheet (Excel or Google Sheets)

  • Posted 5 days ago
  • Remote

Job description

Stay on top of your investments with a powerful and easy-to-use Investment Portfolio Tracking Sheet—customized to fit your assets and strategy.Whether you're managing stocks, crypto, ETFs, mutual funds, or real estate, this tracking sheet helps you monitor performance, diversification, and returns—all in one clean dashboard.What’s included:
  • Portfolio overview with real-time performance tracking
  • Asset allocation by class, sector, and region
  • ROI and net gain/loss calculation
  • Dividend income tracking
  • Graphs and charts for portfolio growth
  • Custom views for short-term and long-term investments
  • Available in Excel or Google Sheets
Why it works:
📈 Clear visualization of your financial health
🧮 Accurate tracking of gains, losses, and asset value
💼 Ideal for both passive investors and active tradersPerfect for:
✔️ DIY investors
✔️ Crypto traders
✔️ Wealth managers
✔️ Finance bloggers & coachesLet your investments work smarter—get your custom portfolio tracker today and make your money easier to manage.

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