[v7.4 Release Date: December 24] Supports USD, EUR & GBP
Introducing the Electronic Portfolio Tracker for Google Sheets – your all-in-one solution for seamlessly managing and optimizing your investment portfolio. Whether you’re a seasoned investor or just starting out, this powerful tool is designed to provide you with comprehensive insights into your stocks and dividends, empowering you to make informed decisions.
Key Features:
– Holistic Portfolio Tracking: Effortlessly monitor your stock investments with our user-friendly dashboard. The main page provides a comprehensive overview of your entire portfolio, displaying crucial information such as total investment value, current gains/losses, and percentage distribution.
– Dividend Calendar: Stay on top of your dividend income with the integrated dividend calendar. Track dividends received on a monthly and per-ticker basis, ensuring you never miss an important payout.
– Graphical Representation: Visualize your portfolio’s allocation using an intuitive pie chart. Understand the distribution of your investments across different stocks, enabling you to rebalance and optimize your portfolio for better performance.
– Performance Analytics: Dive into detailed analytics with graphs depicting daily and total performance per ticker. Monitor your portfolio’s monthly performance trends and make data-driven decisions to enhance your investment strategy.
– Yearly Performance Snapshot: Gain a broader perspective by exploring the yearly performance of your portfolio. Track changes in your investments over time and identify areas for improvement.
– Mobile-Friendly Design: Access your portfolio on the go with our compact, mobile-friendly dashboard. The condensed layout ensures a seamless experience on your smartphone, allowing you to stay connected with your investments anytime, anywhere.
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What You’ll Receive After Purchase:
Upon purchase, you’ll receive a PDF guide with step-by-step instructions on how to access the tool. The PDF includes a link to the Google Sheets tracker, allowing you to start managing your portfolio immediately. Take control of your investments today with this powerful, easy-to-use portfolio tracker!
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