Financial Investment Portfolio Dasboard Template

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$49.00 $25.00

✔ Track all your investments in one smart dashboard
✔ Monitor portfolio performance with real-time insights
✔ Make data-driven decisions with detailed analytics

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Total price:$98.00 $50.00

Tabs & Features Analyses

Google Sheets & Excel Version

Dashboard Tab

Portfolio Performance Snapshot

✔ All-in-One Overview: Instantly view portfolio value, returns, and asset allocation.

✔ Quick KPIs: Track ROI, CAGR, risk level & diversification ratio in one glance.

✔ Asset Class Overview: Compare stocks, bonds, mutual funds, crypto & real estate side by side.

✔ Real-Time Visualization: Dynamic charts auto-update to reflect market & portfolio changes.

Data Input Tab

Centralized Investment Logging

✔ Structured Data Entry: Add investment details including asset name, category, amount, buy/sell price & date.

✔ Auto-Sync to Dashboard: All records directly update charts & KPI cards.

✔ Flexible Fields: Customize for stocks, funds, ETFs, real estate, or crypto.

✔ Goal Benchmarks: Define return expectations & compare with actual performance.

KPI Data Entry Tab

Investment Monitoring & Benchmarks

✔ Comprehensive Metrics: Track ROI, IRR, volatility %, drawdowns, and portfolio weights.

✔ Current vs. Target Values: Compare actual growth vs. expected benchmarks.

✔ Visual Indicators: Arrows & gauges highlight overperforming vs. underperforming assets.

✔ Actionable Insights: Identify high-risk, low-return investments and re-balance accordingly.

Dashboard Insights Tab

Deeper Financial Analytics

✔ KPI Cards Snapshot: Instantly view Total Portfolio Value, Net Gains/Losses, Risk Index & ROI %.

✔ Allocation Analysis: Pie charts display distribution across asset classes & sectors.

✔ Trend Charts: Line & bar graphs show portfolio growth, returns over time & risk-adjusted performance.

✔ Smart Rebalancing: Highlight overexposed categories to maintain diversification.

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