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Portfolio’s Foreign money is chosen.
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Historical past is inputted both with a CSV file or manually (Transactions, Trades, Dividends).
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Every funding’s info is specified (Asset Class, Area, Sector, and so on.)
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All knowledge are then calculated mechanically based mostly on the above info.
(For all Portfolio and Particular person Investments):
✦ EUR
✦ USD
✦ GBP
✦ CAD
✦ CHF
✦ AUD
✦ NZD
✦ GBX (Just for Particular person Investments)
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(w/Computerized calculation except said in any other case)
✦ Dashboard
✦ Portfolio
✦ Desired Portfolio (Handbook Enter)
✦ Pies
✦ Allocation
✦ Tickers Information (Handbook Enter)
✦ Crypto Portfolio
✦ Transactions/Trades/Dividends Historical past (Handbook Enter)
✦ Returns
✦ Dividends
✦ Calculators
✦ Valuation
✦ Screener
✦ Annual Studies
✦ Watchlist (Handbook Enter)
✦ Customization and Information
✦ 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.
https://u.pcloud.hyperlink/publink/present?code=elkctalK
Password: make investments
