Portfolio Trigger Tool

We have developed a cool spreadsheet-based portfolio management tool where you can track stocks and get real-time alerts via email. See the picture below.

  1. US Stock Portfolio Management Tool

Screenshot 2020-06-09 01.39.16

Click on the link below to view the Portfolio Management Tool. 
View Sheet

If you want the spreadsheet, send us an email on hello@inveskia.org and we will share a personalised spreadsheet with you.

 

    2. NSE – Portfolio Management Tool 

Screenshot 2020-04-04 01.43.19

The above screenshot is an example of a portfolio being managed by a person. He has added 7 stocks with individual price trigger for each stock. Also, he has added a 2% portfolio trigger. Whenever stocks or portfolio falls below the trigger percentage, he will get notified in Real Time via an email.

 Click on the link below to view the Portfolio Management Tool. 
View Sheet 

If you want the spreadsheet, send us an email on hello@inveskia.org and we will share a personalised spreadsheet with you.

How to use Portfolio Management Tool?


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