Portfolio Sheet


Overview of Spreadsheet

The spreadsheet is organized into over over 30 sheet tabs. The sheet tabs are organized into three groups. The first group are sheet tabs for general market information. The second group are sheet tabs for entering and viewing your investments. The third group are sheet tabs containing different utilities to help configure, maintain and update the sheet. Click one of the links below for a brief overview of each. For more detailed explanations of each, see the Help menu in the sheet.

Market Information
Your Investments
Utilities
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