Description

Manage and analyze your investments efficiently with the Investment Portfolio Excel Template from Besttemplates.com. This template is designed to help investors track financial assets, organize company details, and visualize portfolio performance with intuitive dashboards and automated summaries.

Key Features:
  1. Manual Data Entry for Assets and Companies: Input essential information in the Company Management and Financial Assets sheets to organize investment data effectively.
  2. Pre-Formulated Data Table: In the Data sheet, the table is fully automated. Simply add relevant information in the blank cells above the table, and the formulas handle the rest.
  3. Comprehensive Dashboard: The Dashboard sheet serves as a centralized hub for charts and summaries, offering clear visual insights into your investments for easier data analysis.
  4. Visual Data Representation: Leverage dynamic charts and summaries to monitor your portfolio’s performance and identify trends across various financial assets.

Take control of your investment tracking with the Investment Portfolio Excel Template from Besttemplates.com, a powerful tool for managing assets and visualizing portfolio performance.

Additional Information

Available Formats

MS Excel

Additional Product Info

  • Compatibility: Excel 2013, 2016, 2019, 2021, Office 365
  • Functionality: No VBA Macros or custom scripts needed
  • Orientation Options: Portrait/Landscape
  • Color Mode: RGB Color Space
  • License Type: Standard License
  • Customization: Easily editable and customizable
  • Font Style: Business standard fonts are used
  • Digital Optimization: Optimized for digital use only
  • Printing Suitability: Suitable for printing