Investment Portfolio Monitor
This Excel template provides a snapshot of investment portfolio consisting of 10 stocks. It also includes a one-page company review that gives a more detail view on selected company. By changing the company ticker, the user may quickly see the fundamental data for any company in the US stock market.
May 07, 2014
Investment Portfolio template created by FinDynamics. Download the template and use it together with XBRLAnalyst Add-In for getting live data in Excel.