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

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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