Hello,
This is a spreadsheet I made to quickly keep an eye on my financial investments. I’ve chose to share it free of charge as a return to the community.
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Portfolio’s Currency is chosen.
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History is inputted either with a CSV file or by hand (Transactions, Trades, Dividends).
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Each investment’s info is defined (Asset Class, Region, Sector, and so on.)
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All information are then determined instantly based upon the above info.
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https://drive.google.com/uc?export=download&id=1lNMbqMq5iNhrsF-TEr5aQtDTwfDRAqdC
RAR Password: invest
Scan Result:
https://www.virustotal.com/gui/file/7a9038690fa795d2d9414fdf4b2c85e2fa1cde2ae4bfd68a02884ffb8883ad28