Can anyone recommend me a template in managing my portfolio? - Seedly
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jiajing wang

Asked 3w ago

Can anyone recommend me a template in managing my portfolio?

Anyone can recommend preferably an excel spreadsheet for me to take note my current total invested amount and current value etc?

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Alvin
Alvin
Level 4. Prodigy
Answered 3w ago

I am using InvestingNote (web & app) to monitor my investment.

https://www.investingnote.com/

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Frankie Aufhauser-Rappaport
Frankie Aufhauser-Rappaport
Top Contributor

Top Contributor (May)

Level 9. God of Wisdom
Answered 3w ago

You could be using the XIRR

function to calculate total return

with aperiodic invetment dates

and different investing sums.​​​

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