Investment Portfolio Tracker (Excel) — HK/US/CN Stocks
# 📈 Investment Portfolio Tracker (Excel)Track your HK, US, and CN stock holdings in one beautiful Excel dashboard.---## What You Get✅ Holdings Sheet — Up to 100 stocks/ETFs with auto-calculation ✅ Transactions Log — Record every BUY/SELL with date and fee ✅ Dividends Tracker — Log dividend income with tax calculation ✅ Portfolio Summary — Total value, cost, gain/loss, ROI% auto-calculated ---## Who This Is For- 📊 Investors who want to track their own portfolio (not trust bank's app)- 💼 People with HK, US, and CN stocks (all in one place)- 📈 Data nerds who love Excel dashboards---## What's Inside| Sheet Name | What It Does ||-----------|----------------|| Portfolio Summary | Dashboard view — total value, gain/loss, ROI% || Holdings | Enter ticker, shares, avg cost → auto-calculate market value || Transactions | Log every trade (date, ticker, action, shares, price) || Dividends | Track dividend income, auto-calculate after-tax amount |---## How to Use1. Download the Excel file after purchase2. Open in Excel (Windows/Mac) or Google Sheets (free)3. Go to "Holdings" sheet4. Enter your stock tickers and shares5. Update "Current Price" column regularly6. Check "Portfolio Summary" for your total P&L---## FAQsQ: Do I need Excel installed? A: Yes, or you can upload to Google Sheets (free) and use it there.Q: Is my data safe? A: Yes, the file is on your computer. Nothing is sent to any server.Q: Can I edit the Excel? A: Yes, fully editable. Add your own sheets, change colors, etc.---## Pricing- $12 USD — One-time purchase- Free updates — If I improve the tracker, you get the new version free---Instant download after purchase. Questions? Reply to the receipt email.
Get it → kenster37.gumroad.com