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Chapter 15. Tracking Your Investments > The Investment Portfolio Workbook

The Investment Portfolio Workbook

The Investment Portfolio workbook is designed to enable you to keep track of your stock and mutual fund investments. It allows automated download of stock and fund prices from the Web (this requires an Internet connection, of course). It displays the cost of each of your holdings, as well as the current value and gain or loss based on the current price. The main worksheet of this template is shown in Figure 15.1.

Figure 15.1. The Investment Portfolio template enables you to track current prices on your stock and mutual fund investments.



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