Investment Portfolio

This Investment Excel has been designed to help you manage your stock portfolio clearly and efficiently. With four specialized sheets, this file provides you with all the information you need to make informed decisions and optimize your investments.

• Main Dashboard: A comprehensive and clear view of your investments with charts and key metrics that allow you to quickly monitor the performance of your portfolio.

• Stock Portfolio: A sheet to record and track the stocks in your portfolio, with details such as purchase date, acquisition price, stock name, and more. Everything you need to maintain control over your investment over time.

• Sales History: Record all your stock sales, with the same detailed structure as the portfolio sheet, allowing you to keep a clear track of each transaction and its impact on your profitability.

• General Stock Information: A sheet with essential information about the stocks you are monitoring, such as current price, market capitalization (market cap), P/E ratio, and other key data to analyze the behavior of the companies on your radar.

This file will help you simplify the tracking and analysis of your portfolio, eliminating the need for complicated tools or wasting time on manual calculations. With this Excel, you can have total control over your investment with ease and accuracy.

Benefits:

• Optimize your time by having all the data organized and accessible in a single file.
• Make more informed decisions thanks to clear data analysis and visual charts.
• Increase your control over the performance of your portfolio with detailed metrics for each stock.

Perfect for: Investors seeking simplicity and efficiency in managing their stock portfolio, whether you are a beginner or already have experience in the world of investments.