Investment Summary Excel Template Description

The Investment Summary Excel Template is designed to help you effectively track and manage your investments across various assets, including stocks and cryptocurrency. This template provides a user-friendly interface to input and analyze your investments over time.

 

Key Features:

 

1. Investment Tracking:

   - Track your investments in different assets such as stocks, cryptocurrencies, and other financial instruments.

   - Input detailed information such as the name of the asset, quantity purchased, purchase price, and total investment value.

 

2. Detail Sheet:

   - This sheet is where you enter your investment data.

   - For each investment, input the name of the asset, the quantity purchased, the purchase price, and the total value (calculated as quantity multiplied by price).

   - The detail sheet allows you to record multiple entries for the same asset, capturing investments made at different times and prices.

 

3. Summary Sheet:

   - The summary sheet consolidates the data from the detail sheet, providing a clear overview of your investment portfolio.

   - It calculates the total quantity of each asset, the average purchase price, and the total amount invested.

   - This summary gives you a quick snapshot of your portfolio's overall performance.

 

Usage:

- Enter Investment Details: Start by entering your investment data in the detail sheet.

- Review Summary: Navigate to the summary sheet to review your portfolio's performance at a glance.

- Update Regularly: Regularly update the detail sheet with new investments to keep your summary up to date.

 

This template is perfect for personal use or for anyone looking to keep a close eye on their financial growth.