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Investment Portfolio Monitor

Summary

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.

Excel links

View Online or Download

Date

May 07, 2014

Category
Investment Review
About

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