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.

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May 07, 2014

Investment Review

Investment Portfolio template created by FinDynamics. Download the template and use it together with XBRLAnalyst Add-In for getting live data in Excel.