Portfolio management Dashboard with google sheet

Here you can get a copy of the file. It has four portion including (1) core part, (2) swing/momentum trading, (3) mutual fund and (4) bets for next decade. The dashboard shows no of stocks and weights one is maintaing. It forces one to follow a strick methodology and decipline in investing. After copying the template one can see the existing codes/scrips and modify accordingly.

Create a demo copy of the file

File > Make a copy (in your google drive)

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Disclaimer: Stocks mentioned (if any) here are not recommendation. We may have already invested in some of the name mentioned here. Read full disclaimer here

        

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