Stock Portfolio Tracker Template
This repository provides a template for a Stock Portfolio Tracker in Excel, designed to help users manage their investment portfolios efficiently. The template includes explanations within the Excel file, allowing users to adjust and update prices, positions, and view real-time financial metrics such as portfolio value and gains/losses.
Features
Real-time Updates: Easily adjust and update prices and positions to reflect the latest market conditions. Financial Metrics: Track portfolio value, gains, and losses in real time, enabling users to make informed investment decisions. Inspiration: Inspired by this YouTube tutorial - https://www.youtube.com/watch?v=PgjkG6Xjz6Y, the project aims to provide a user-friendly tool for managing stock portfolios. Excel Integration: Data is automatically sourced from Excel, providing a seamless experience for users familiar with the platform.
Usage
Download the Excel file from this repository. Follow the instructions provided within the Excel file to input your stock holdings and update prices as needed. Utilize the various features and functionalities to track and analyze your investment portfolio. Contributions Contributions and improvements to this project are welcomed and encouraged. Whether it's fixing bugs, adding new features, or enhancing usability, your contributions can help make this template even more valuable for users.
License
This Stock Portfolio Tracker Template is distributed under the Creative Commons Attribution 4.0 International License. Users are free to use, modify, and distribute the template, provided proper attribution is given. Additionally, the data used in the template is sourced from publicly available sources (public stocks), and users are encouraged to adhere to any relevant licensing or usage requirements associated with the data.
Feel free to explore the template, use it for your personal investment tracking needs, and contribute to its improvement. If you have any questions, feedback, or suggestions, don't hesitate to reach out. Happy investing! 📈