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These free investment tracking spreadsheets for Excel allow you to easily track your investments and watch them grow.
Track up to 5 separate investment accounts, one per excel worksheet.
Has Excel worksheet to summarize all investment assets.
Has a future value estimator that allows you to enter two "what if" investment planning scenarios, or determine the future value of your current investment assets.
Download pFin - Investment Tracking Excel Spreadsheet (zip file)
Track up to 3 separate brokerage accounts, one per excel worksheet.
Allows you to track securities separately so is perfect for people that buy and trade individual stocks and mutual funds.
Automatically calculates months each security has been held to assist you with capital gains tax reporting.
Calculates profit and loss (P/L) for each security held.
Download pFin - Tracking Individual Investments Excel Spreadsheet (zip file)
For the ultimate Excel internet site on the planet go to http://www.vertex42.com (The Excel Nexus)
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| Personal Finance | The Joy of Simple Living by Jeff Davidson | ||
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| The Total Money Makeover by Dave Ramsey | Yes, You Can Achieve Financial Independence by James Stowers | ||
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Abe Books is one of my affiliates. I only use affiliates that I also purchase products from. I love Abe books. If it is printed they likely have a copy. I have also included a generic link to Abe Books below. Once on their site, you will find that they have a nice, easy to use search engine so to find what you are looking for. |
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Investing Basics
Investing 201
