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Investment Portfolio Tracker Excel — Lot-Level Cost Basis, XIRR True Return & Currency Exposure

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$3.99
$3.99
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Track every holding by individual purchase lot for accurate realized/unrealized gains. Calculates true annualized return using XIRR (not simple averages), handles multi-currency exposure with FX rates, and includes a realized sales log with automatic short-term/long-term holding period classification for tax purposes.

You will get a XLSX (16KB) file