facebookCan anyone recommend me a template in managing my portfolio? - Seedly

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?

Discussion (2)

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I am using InvestingNote (web & app) to monitor my investment.
https://www.investingnote.com/

You could be using the XIRR

function to calculate total return

with aperiodic invetment dates

and different investing sums.​​​

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