Portfolio Tracker (Current & Desired)

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Portfolio Tracker (Current Allocations & Desired Allocations)



Includes:


Tables that break down dollar value and weighting in each major asset class, current portfolio value, starting portfolio value, and dollar amount currently invested.


Tables for open investments and desired investments.


Automatic P&L/percentage calculations for each allocation.


Automatic total P&L/percentage calculations for open investments.


Charts to visualize current portfolio allocations and desired portfolio allocations.