Fractional Shares Example - Investment Portfolio Tracker v8.2
Investment portfolio tracker designed for managing fractional shares and monitoring performance over time. Users can input their investment categories, currencies, and transaction details in the 'Setup' and 'Trade Log' tabs. The 'Dashboard' provides a summary of portfolio value and performance metrics, while the 'Monthly Performance' tab tracks changes in value and returns. Additional features include tracking realized gains and dividends, as well as tools for portfolio rebalancing.
by Anonymous
8/15/2026
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finance
personal finance
investment
financial planning
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