Investment Portfolio Tracking System Web App: a role-based Google Apps Script system with FIFO holdings, XIRR, time-weighted returns, rebalancing, client statements and 19 reports, with a live demo.
Tag: Investment Portfolio
Mutual Fund and SIP Tracker in Google Sheets
Track mutual fund portfolio value, SIP status, invested value, current value, monthly SIP contribution, and dropdown reference lists in Google Sheets.
Investment Management Dashboard in Google Sheets
Track portfolio value, invested amount, net gain, returns, allocation, regions and risk in Google Sheets with KPI cards, slicers, 16 charts and a Holding ID lookup.
VC Portfolio Dashboard in Google Sheets
A VC Portfolio Dashboard in Google Sheets that tracks Invested Capital, Portfolio Value, Net MOIC and Total Deals across 6 connected tabs and 16 charts — a one-time alternative to per-seat fund software.
Investment Portfolio Checklist in Google Sheets
Managing an investment portfolio involves tracking a wide range of assets, deadlines, and responsibilities. The Investment Portfolio Checklist in Google Sheets is a ready-to-use template that helps investors stay organized and ensures they don’t miss important tasks. Whether you’re managing stocks, bonds, mutual funds, or other assets, this checklist allows you to track, prioritize, and […]