Excel Model: Financial Investment Portfolio Dashboard

Title: Financial Investment Portfolio Dashboard

 Descrição:

 

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.

 

Advice/Tips:
  • Setup:
    • Ensure all initial configurations are correct before recording investment details.
    • Regularly update sector and asset type definitions as your portfolio evolves.

  • Investment Portfolio Tracker:
    • Accurately record each investment’s details to ensure precise tracking and analysis.
    • Review performance metrics regularly to assess the health of your portfolio.

  • Investment Portfolio Dashboard:
    • Monitor sector allocation to ensure diversification and minimize risk.
    • Utilize visual charts to quickly understand the composition and performance of your portfolio.

Fonte: Custom Calculator

Click the following icon to open the full workbook viewer in a new tab, allowing you to easily edit and save.

Click the following icon to download the spreadsheet, allowing you to save the file on your computer along with edits.

Example of using calculator:

Detailed example of using Spreadsheet: Tasks for user to complete:

 

  1. Setup Section:
    • Enter sector and asset type definitions.
      • Example values: Sectors – Energy, Materials, Industrials, Utilities, Healthcare, Financials, Consumer Discretionary, Consumer Staples, Information Technology, Communication Services, Real Estate.

  2. Investment Portfolio Tracker:
    • Enter investment details including market values and sector allocations.
      • Example values:
        • Investment: Stock A, Sector: Information Technology, Market Value: $10,000, Performance: +5%
        • Investment: Bond B, Sector: Financials, Market Value: $5,000, Performance: +2%

  3. Investment Portfolio Dashboard:
    • Review sector allocation and market value summaries.
      • Example values:
        • Total Market Value: $50,000
        • Sector Allocation: 20% Energy, 15% Materials, 10% Industrials, 5% Utilities, 10% Healthcare, 20% Financials, 5% Consumer Discretionary, 5% Consumer Staples, 5% Information Technology, 5% Communication Services, 10% Real Estate

Why is interactive calculator useful:

This spreadsheet consolidates all investment information in one place, making it easier to monitor, analyze, and optimize your investment portfolio. By providing a clear view of sector allocations, market values, and performance metrics, it helps users make informed decisions to achieve financial stability and growth.

 

Fonte: Custom Spreadsheet

Conclusão:

The Financial Investment Portfolio Dashboard is an invaluable tool for managing and optimizing investments. By providing a detailed and organized approach to tracking portfolio composition, performance, and diversification, it helps users achieve financial stability and growth. Regular updates and reviews ensure that the investment strategy remains aligned with changing goals and market conditions.

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