Investor Stock Control Worksheet in Excel 4.0
Developed by: luztemplates
Product Specs:
Description
- This is a pre-order product with 75% discount for the first buyers
- We’ll only charge you once its ready
- One-time charge (no monthly fees)
- Compatible with all excel versions
General Assumptions
Indicate your initial equity and record the month and year of commencement of your share purchase and sale control
Action List Update
Automatically see a list of shares traded on the Ibovespa and register others if you want
Control of Purchase and Sale of Shares
Control the purchase and sale of shares of your investment portfolio
Control of Dividends, Interest and Taxes
Area to record all dividend gains, interest on capital and also to record taxes paid at the time of sale of the controlled shares
Patrimonial Evolution Report
With the completion of the worksheet you will be able to see complete reports showing to you monthly how is the evolution of your equity
Portfolio Control Report
See all stocks you have already bought and sold and understand which were good and which were bad in terms of earnings for your invested equity
Stock Control Dashboards
Follow two control panels showing the main indicators and graphs of its equity evolution and the participation of the shares in its investment portfolio
Product Specs: