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.
Start form
- Where?
- NYSE
- Nasdaq
- AMEX
- US Treasury
- Other
- What?
- Stocks
- Bonds
- Corporate Bonds
- Commercial Papers
- Options
- Other
- Asset
- How many units?
- Price paid per unit
- Total amount invested
- Average price per unit
Backlog
- Investment Strategy
- Long-Term
- Mid-Term
- Short-Term
- Risk
- Expected Due date
Short term
- Expected return in %
- Expected return in $
Mid term
- Expected return in %
- Expected return in $
Long term
- Expected return in %
- Expected return in $
Realized
- Realized price per unit
- How many units were sold?
- Total amount received
- Realized profit/loss
- Return in %
Archived
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