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Investment Reporting - Templates and Samples

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  • Investment Reporting - Templates and Samples

    Hello  - My husband and I are big fans of your book and message!

    I would love to know if you have any templates or samples of how you track your investments, specifically tracking your personal investment returns.

    Thank you so much for all you do!

    -Emily

  • #2
    Returns I don't track. I get what the index returns but I run an XIRR if I'm curious.

    Everything else is on an excel spreadsheet.

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