Portfolio’s Foreign money is chosen.
Historical past is inputted both with a CSV file or manually (Transactions, Trades, Dividends).
Every funding’s info is specified (Asset Class, Area, Sector, and so on.)
All knowledge are then calculated mechanically based mostly on the above info.
(For all Portfolio and Particular person Investments):
✦ GBX (Just for Particular person Investments)
(w/Computerized calculation except said in any other case)
✦ Desired Portfolio (Handbook Enter)
✦ Tickers Information (Handbook Enter)
✦ Crypto Portfolio
✦ Transactions/Trades/Dividends Historical past (Handbook Enter)
✦ Annual Studies
✦ Watchlist (Handbook Enter)
✦ Customization and Information
– The workbook requires any model of Microsoft Excel. Nonetheless, Google Sheets isn’t supported.
– The workbook helps as much as 40 present holdings.
– If the next error pop-ups, simply click on “OK”. It ought to disappear when you enter your Historical past.
Password: make investments