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 store defaut

Template structure

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

Start form

  • 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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Trusted by 60k users, this could be the beginning of something great.

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