Portfolio Tracker
The TRENDtrader Portfolio Tracker utilizes a powerful trend-following algorithm designed to complement the TRENDtrader app's BUY signals. By inputting your stock holdings, the spreadsheet performs all essential calculations, presenting crucial data like current price, stop loss, total risk percentage, and other valuable information such as industry, earnings per share (EPS), dividends, volatility, and market cap. For a visual reference, please refer to the provided screenshots.
Instructions for downloading this tracker for your personal use:
After making a purchase, you will receive the link with instructions. Open the web link and simply navigate to "File" and select "Make A Copy."
This action will create a downloadable copy that you can edit. Please refrain from requesting access to the original sheet via email. You MUST MAKE A COPY, and then you are free to modify your own version as needed.
After downloading a copy for personal use, enter your data in the "Input Stock Data" section. Please exercise caution and ensure you are familiar with the changes you make to any functions.
The TRENDtrader Portfolio Tracker utilizes a powerful trend-following algorithm designed to complement the TRENDtrader app's BUY signals. By inputting your stock holdings, the spreadsheet performs all essential calculations, presenting crucial data like current price, stop loss, total risk percentage, and other valuable information such as industry, earnings per share (EPS), dividends, volatility, and market cap. For a visual reference, please refer to the provided screenshots.
Instructions for downloading this tracker for your personal use:
After making a purchase, you will receive the link with instructions. Open the web link and simply navigate to "File" and select "Make A Copy."
This action will create a downloadable copy that you can edit. Please refrain from requesting access to the original sheet via email. You MUST MAKE A COPY, and then you are free to modify your own version as needed.
After downloading a copy for personal use, enter your data in the "Input Stock Data" section. Please exercise caution and ensure you are familiar with the changes you make to any functions.