DESCRIPTION
An Excel dashboard designed to track your share portfolio provides a comprehensive overview of your investments and helps you monitor their performance. The dashboard incorporates various visualizations and data analysis tools to provide you with key insights and facilitate informed decision-making. The dashboard starts with a summary section that displays the overall status of your portfolio. It provides a snapshot of the total investments, current value, gain/loss, and percentage change.
The current holdings section provides a detailed breakdown of the portfolio holdings. It lists individual stocks, bonds, or other investment types , along with their current market value, quantity, and percentage allocation.
The dashboard also includes the holding by sector breakdown in the form of a pie chart along with 2 stocks from the watch list.
To customize the dashboard add your own shares on the ledger sheet, where you can enter the date of purchase, units and price per unit. The dashboard will automatically update once you have entered the information onto the ledger.