With this spreadsheet you can control your investments in stocks and/or cryptocurrencies, analyze the assets you have invested in or want to invest in.
One of its main differentiators is the list of active investments and sales made in a given year, with all the data you need to file your income tax return; the estimated return on your investments; and the correlation analysis of the assets you enter, in order to reduce your risks.
PORTFOLIO
Record all the data from your stock and/or cryptocurrency transactions, helping you organize your assets.
PANEL
Graphically view your portfolio data, facilitating control and visualization of results: Investment composition by asset and sector, investment by person, quantity of assets, sales revenue, investment by brokerage/exchange, return on investment, and investment evolution.
IRPF ASSETS
List of active investments at the end of the defined year, providing the necessary information for income tax reporting.
IRPF SALES
List of asset sales for the year in question, providing the information required for income tax reporting.
REGISTER INCOME
Area to register income received during the year.
VIEW INCOME
View the income received.
HISTORY
This section will display the monthly price of the assets you want, to monitor the expected monthly return and risk of both each asset and your portfolio. It also provides the database for correlation analysis and asset ranking.
CORRELATION
Allows you to view the correlation between all assets in the history, helping you decide which asset to invest in so that your investment is diversified and reduces risk.
GRAPHIC
Graphically visualize the correlation between assets.
RANKING
Various rankings allow you to easily identify which currencies yield the highest and lowest returns. You can view returns, risk, correlation, the position of returns and risks within assets, and the return relative to risk.
SIMULATION
Various simulations to help with planning, whether for purchasing, deciding how long to leave the money invested, selling price, among other things.
Attention! This spreadsheet does not automatically update prices; its focus is on managing your portfolio and enabling analysis that will help you make decisions and assess your IPRF (Tax on Income Tax) through the available tools.
PACKAGE INCLUDES:
- Cryptocurrency Spreadsheet - Manage Your Trades/Useful for Stocks
- Usage tutorial
- Support via Whatsapp
