Custom Investment Portfolio Tracking Sheet (Excel or Google Sheets)
- Posted 5 days ago
- Remote
Job description
- 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
📈 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.
Skills required
$10.00-$30.00
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