Portfolio Management
Template
Pipefy’s 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!
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 %