This Excel dashboard is designed to effectively track investments across various securities. It provides an interactive overview of major investment items and their proportional contributions to your portfolio. The dashboard also details the income generated from each segment, summarizes major expense items along with their share of total expenditure, and displays the covered period automatically at the start.
In addition, it outlines components of assets, liabilities, equity, and their proportional contributions. Key features include highlighting the highest-yielding securities and expenditure items. While primarily intended for individual investment portfolios, this dashboard can be customized for organizational use. It is user-friendly and interactive, utilizing advanced Excel functions such as XLOOKUP, SUMIFS, FILTER, and UNIQUE to deliver a dynamic and comprehensive investment tracking solution.
The main advantage is that once the data is inserted through Data Entry Form -Journal, Ledger, Trial Balance, Income Statement and Balance Sheet are auto generated.
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