Portfolio Performance Tutorial (Free Investment Portfolio Tracker)

Описание к видео Portfolio Performance Tutorial (Free Investment Portfolio Tracker)

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Disclaimer: I am not a financial advisor. This video, and the ideas presented in it, are for entertainment/educational purposes only and should not be construed as financial or legal advice. You, and only you, are responsible for your investment decisions. This video, post & article should not be construed as investment advice. Capital at risk.
Affiliate Disclosure: This description contains some affiliate links, meaning that I may earn a small commission if you click through and use these links, at no additional cost to you.


In this video, I will give you a full tutorial on Portfolio Performance, which is a free tool to track all your investments and total portfolio in one tool. You can track your stocks, ETFs, crypto, gold, and even alternative assets like real estate, watches, etc.

You can download Portfolio Performance here https://www.portfolio-performance.inf...

I use it in addition to Yahoo Finance to mirror both portfolios as Yahoo Finance allows me to have a widget of my portfolio on my phone.

It takes a little getting used to this tool, but once you have, it offers a lot of value, insights, and analytics into your entire investment portfolio.


⏰ TIMESTAMPS ⏰

00:00 Portfolio Performance Tutorial Intro
00:59 Importance of Tracking Your Investment Portfolio
02:12 Getting Started with Portfolio Performance
04:05 How to add a Stock to Portfolio Performance
05:55 How to add Crypto to Portfolio Performance
06:40 How to add logos to your investment assets
07:30 How to add Stocks to your Portfolio Performance holdings
08:17 How to add Crypto to your Portfolio Performance holdings
09:43 How to track alternative assets (such as Watches) in Portfolio Performance
10:10 How to add Dividends to Portfolio Performance
11:20 Setup Taxonomies & Asset Classes
13:45 Charts, Reports & Analytics in Portfolio Performance
17:11 Why & How I use Portfolio Performance


#portfolioperformance #investmentportfolio #stockportfolio

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