Excel Model: Financial Investment Portfolio Dashboard

 Aprašymas:

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:

• Setup: 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.