Wealth Management
About this template
- Asset Assessment: Begin by assessing asset types, with the option to add more as needed for categorizing investments effectively.
- Asset Allocation: Allocate investments by entering details such as investment asset name, date, asset type, quantity, rate, and notes. Total amounts are calculated automatically, with the option to add current rates to track differences between invested and current amounts.
- Automatic Calculations: Total invested amount, total current amount of investment, and profit/loss are calculated automatically, providing valuable insights into investment performance.
- Asset View by Type: View all assets categorized by type, with details including total amount, total current amount, profit/loss, and any additional notes for reference.
- User-Friendly Interface: Navigate through the tool effortlessly with a simple and intuitive interface, supported by a dedicated help section for any questions or confusion.
