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Investment Portfolio Tracker | Passive Income Dashboard | Stocks, ETFs, Funds | Excel Template | Instant Digital Download

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Highlights

  • Designed by JongiShop
  • Party decor for gatherings and celebrations
  • Digital download
  • Digital file type(s): 1 ZIP, 2 other files

Digital download of an Investment Portfolio/Dashboard Template for Excel 365 and higher. Keep track of all your stock, funds or ETF investments. Other investments like real estate can be tracked in a seperate file that lets you manually type in all your transactions.

Note: The functions in this template are not compatible with Microsoft Excel 2019 or Earlier.

Keep in mind that this is a template. Your individual inputs might change the overall look of the portfolio. You might have to change cell sizes and make personal adjustments. If you encounter any kind of problem I will gladly help! 😊

• Included products:
2 Excel Files:
- Stock Investment Portfolio (Portfolio, Industry Distributio &, Instructions)
- Manual Investment Tracker for other types of investments (Simple listing style worksheet)
1 .ZIP file containing the font used in the product presentation

• How 'Instant Download' works:
If you have an Etsy account, after your purchase you’ll see a View your files link which goes to the Downloads page. Here, you can download all the files associated with your order.
Downloads are available once your payment is confirmed. If you paid with PayPal or a credit card on Etsy, confirmation might take a few minutes.
No shipping fees! Just download and enjoy! 😊
If you need help: https://www.etsy.com/help/article/3949

• Please note:
1. Colors seen on your screen here may vary slightly.
2. All prints or templates are for PERSONAL use ONLY. These are not to be used for any commercial purposes or reselling.
3. This product does NOT include any physical item.
4. I don't accept returns, exchanges or cancellations. But please contact me if you have any problems with your order.

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Reviews for this item

5.0

We calculate this number using a recency-weighted average of all ratings, with a rating's value decreasing by half each year to best reflect the current experience.

(3 reviews)

5 out of 5 stars 5 This item

Jan Jun 21, 2021

Great portfolio. Nice, clean and easy to use. I'm happy with that.

Jan Jun 21, 2021

5 out of 5 stars 5 This item

FitWellHub Mar 8, 2023

FitWellHub Mar 8, 2023

5 out of 5 stars 5 This item

Etsy buyer Sep 2, 2022

Etsy buyer Sep 2, 2022

JongiShop
Nick
JongiShop ·

Germany

We calculate this number using a recency-weighted average of all ratings, with a rating's value decreasing by half each year to best reflect the current experience. 4.7
·
214 sales
·
5 years on Etsy
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