Investment portfolio
Track your investments like advisors do: profit and return on each asset, split by class, comparison with the target and a rebalancing suggestion.
Area: Personal finance. Level: Advanced.
Functions used: SUMIF, IF, SUM.
Track your investments like advisors do: profit and return on each asset, split by class, comparison with the target and a rebalancing suggestion.
Area: Personal finance. Level: Advanced.
Functions used: SUMIF, IF, SUM.