Dynamic Stock Portfolio Dashboard- Ready to Use

Description
     We are glad to present our new dynamic dashboard template for stock portfolio management.
     By this useful dashboard users can get a quick look on the current position of their portfolio and do a quick analysis on the performance which helps with a better investment decision.
     The dashboard has been established with excel new stock information retrieve function and dynamic charts which will let users easy to follow.


    The only work that users need to do is to replace the data with their own inputs and click “Refresh” button then the whole dashboard will be updated and become yours.


    For more detailed guidance of using the dashboard, please also see the “Instruction” sheet.


   The template is greatly user-friendly either for professional analysts or for users with little experience of financial modeling since its simply design pattern and easy to follow logic.


     To guarantee the users satisfaction, the model does not place any complicated formulas or VBA code. The structure and content have been created following the Best Dashboard Principles and considering the high level of flexibility and user-friendly in priority.


     Please feel no hesitate to contact us if you experience any problem when using the models provided.
In addition, if you need a customized model for your specific business, please just let us know and we would be happy to help you with this.