I will deliver you portfolio tracker for etfs, index, mutual funds

V
viaevolution
V
viaevolution
Joan M.

About this gig

Manage your investments efficiently and maximize your returns with this easy-to-use and practical portfolio tracking spreadsheet.


::: DIGITAL DOWNLOAD :::


I will send you the most useful ETF, mutual and index fund portfolio tracking spreadsheet.


You will only have to enter the ISIN/Ticker code of your funds, your purchases (or sales) and that's it!


All the data, profitability, valuation, graphs, etc. are calculated automatically to control your portfolio in real time.


Robust to accompany you over the years.


⭐ With Google Spreadsheets format, it is the tool you are looking for to follow and control your portfolio with investment funds and ETFs.


⭐ Ready to download and use. No configuration required. You don't need to know formulas or how Google Spreadsheets works.


⭐ And if you don't know the ISIN/Ticker, copy it from ft.com!


  • Save Time: The template allows you to organize your mutual funds and ETFs in less than 5 minutes.
  • Easy to use: Use it right out of the box, without changing anything. Hassle-free, suitable for all levels
  • 100% Customizable: Adapt the template to your specific needs and goals.


 DEMO https://viakaizen.com/portfolio/demo-mutual-funds-tracker/

Get to know Joan M.

Joan M.

Continuous improvement

5.0(22)
  • FromSpain
  • Member sinceJul 2017
  • Last delivery3 years
  • Languages

    English, Spanish, Catalan, Russian
Continuous improvement, this is the philosophy of everything I do. I help professionals, companies and organizations translating apps and texts, designing and formatting documents, and optimizing websites