Hello,
This is a template I made to easily keep track of my investments. I’ve decided to share it for free as a give back to the community.
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Portfolio’s Currency is selected.
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History is inputted either with a CSV file or manually (Transactions, Trades, Dividends).
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Each investment’s information is specified (Asset Class, Region, Sector, etc.)
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All data are then calculated automatically based on the above information.
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https://drive.google.com/uc?export=download&id=1lNMbqMq5iNhrsF-TEr5aQtDTwfDRAqdC
RAR Password: invest