Investment Record Template
As an investor, you always need to track your stock portfolio value by recording the cost basis data and initial purchase and current quote of each stock. An investment record template is used for the purpose of recording your investment. This template will be helpful to you in showing the loss or gain for every stock depicting the difference between the current market value and original purchases. If you do not have such a template you need to create one. And to create this template you need to seek help from the internet where there are a number of templates available in MS Excel format that can be downloaded and saved in your computer and can be used for your requirements after making some adjustments and doing some editing in the given data.
As your investment is said to be the best way enhance the value of money and a source of generating monthly fixed income so it needs to be recorded properly. It is also very necessary and essential to properly manage your account and relevant information. An efficient investment record can be maintained through an investment record template. And this record will really provide you great help in attaining handful information as and when required. Proper and systematic documentation of an investment will keep you well informed and update about any change in your account. Having a proper record keeping of your investment will also help you in having a proof your investment. It also help in having a certification of your investments that the instructions you gave are properly being followed and transactions are being made accordingly.
Create your own Investment Log by using the following template,
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