Investment Portfolio Management

Template

Pipefy’s Investment Portfolio Management Free Template is aimed at users who want to store, track, and control investments. Whenever you buy a security, you must keep track of everything that is going on, and Pipefy is the help you need!

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Template structure

See how this template is structured. As this is just an example, you can customize it.

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  1. Where?
    • NYSE
    • Nasdaq
    • AMEX
    • US Treasury
    • Other
  2. What?
    • Stocks
    • Bonds
    • Corporate Bonds
    • Commercial Papers
    • Options
    • Other
  3. Asset
  4. How many units?
  5. Price paid per unit
  6. Total amount invested
  7. Average price per unit

Backlog

  1. Investment Strategy
    • Long-Term
    • Mid-Term
    • Short-Term
  2. Risk
  3. Expected Due date

Short term

  1. Expected return in %
  2. Expected return in $

Mid term

  1. Expected return in %
  2. Expected return in $

Long term

  1. Expected return in %
  2. Expected return in $

Realized

  1. Realized price per unit
  2. How many units were sold?
  3. Total amount received
  4. Realized profit/loss
  5. Return in %

Archived

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