Multi-asset Investment Journal

Introducing the Multi-asset Investment Journal - your go-to tool for tracking investments and recording transactions in one easy-to-use spreadsheet.

The journal consists of four tabs that help you organize your investments and track your profits and losses:

The Intro tab provides a helpful guide and a glossary of key investment terms to help you get started.

The Insights tab displays your current investments and your year-to-date/month-to-date profit and loss for each investment, allowing you to quickly see how your portfolio is performing.

The Transactions tab allows you to record and track your closed transactions, including the date of the transaction, the investment, the price, and the profit or loss.

The Summary tab provides a detailed view of your profits and losses by year and month, with a table and graph that make it easy to see how your investments are performing over time.

The Multi-asset Investment Journal is a must-have tool for anyone looking to manage their investments more effectively. Download it today and start tracking your investments like a pro!