Investment Planner - Platinum

Investment Planner (Platinum) - Your Roadmap to Financial Freedom

Take control of your finances and start planning for your future like a pro. The Ultimate Investment Planner is a meticulously designed digital tool that simplifies investment planning and helps you make informed decisions with the help of auto generated reports. this planner will empower you to track, analyze, and optimize your financial goals effortlessly.

Features:

• Comprehensive Investment Tracker Easily organize and monitor your investments in one place.

• Customizable Goals Dashboard
• Set clear financial goals and watch your progress in real-time with intuitive visualizations.

• Smart Investment Planning
• Discover the perfect balance for your portfolio based on your risk tolerance and financial objectives.

• Support for multiple investment
• Just copy the investment sheet and "sync" to include it in report.

• Monthly report generation for set duration
• In a single click generate monthly report for set duration

• Aggregate vitals with each month analysis
• Ability to check the statistics for a duration as whole and for particular month

• Download the report as pdf
• Download the report for configured duration

• Multi currency support
• With single click change the currency format for all the investment and report. Support currencies to support across the globe.

• Advanced Insights & Analytics
• Get actionable insights with performance charts and details

• Simple and User-Friendly Design
• Created in Google Sheets for easy access and customization—no complicated software required!

• Simple and efficient
• Hassle free! Only a few (three) inputs are needed each month. Easy to maintain

Perfect For:

• Individuals who want to grow their wealth responsibly.
• Busy professionals seeking an easy-to-use financial tool.
• Anyone striving to build a habit of investment and growth.

What You’ll Get:

• A fully functional, copyable Google Sheet template (ready to use).
• A detailed step-by-step guide for customization and usage.
• Lifetime updates to improve your investment experience.

Note - This sheet also has script attached which triggers google authorization. Some functionality of the template needs the script. Though normal use-case does not require script execution.