![]() ![]() ![]() It shows you the entire record of your purchases, sells, dividends, return of capital transactions, and splits.Here are the other benefits of using an investment tracking spreadsheet: This gives you a good grasp on the money you own, where you’ve invested your money and the performances of your investments.Ĭreating an investment Excel template allows you to have a single location to store all of your important investment data. Use the stock portfolio tracker Excel to measure the progress of your investments against your financial goals. This is a simple yet highly effective tool. Benefits of using an investment tracking spreadsheetĪll types of investors can benefit from an investment tracking spreadsheet.
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