Trading & Investment Tracker Bundle (Excel & Google Sheets)
An all-in-one Excel and Google Sheets bundle that includes two separate professional templates: a Trading Journal and an Investment Portfolio Tracker.
Key Features:
- Two separate systems: Trading Journal + Investment Portfolio Tracker
- Trade & investment transaction tracking in structured tables
- Performance dashboards with P&L, returns, and key financial metrics
- Strategy analysis, portfolio insights, and risk evaluation tools
- Dividend tracking, cash flow monitoring, and income history
- Asset & holdings management across stocks, ETFs, and funds
- Automated calculations for accurate performance tracking
- Fully customizable templates tailored to your workflow
- Compatible with Excel & Google Sheets
