Título: Financial Investment Portfolio Dashboard
Descripción:
This spreadsheet serves as a comprehensive dashboard for managing and tracking an investment portfolio. It includes various sections that provide detailed insights into the composition, performance, and diversification of investments. Key components include:
- Configuración: Initial configuration of the spreadsheet for tracking investments, including defining sectors and asset types.
- Investment Portfolio Tracker: A detailed record of each investment, including market values, sector allocations, and performance metrics.
- Investment Portfolio Dashboard: Visual and summary analysis of the portfolio, including sector allocation charts, market value summaries, and performance metrics.
Fuente: Calculadora personalizada
Haga clic en el siguiente icono para abrir el visor completo del libro de trabajo en una nueva pestaña, lo que le permitirá editar y guardar fácilmente.
Haga clic en el siguiente icono para descargar la hoja de cálculo, lo que le permitirá guardar el archivo en su computadora junto con las ediciones.
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