Portfolio Financial Dashboard

Portfolio Financial Dashboard

Portfolio Financial Dashboard

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Portfolio Financials Dashboard is a comprehensive online tool that allows you to view all your financial information in one place. It provides detailed information about your investments, liabilities, and assets. With this tool, you can easily track your financial progress and make better decisions about your money.

Template Details:

If you're looking for a comprehensive financial dashboard that can help you track your portfolio, look no further than Portfolio Financials. Our dashboard provides a variety of benefits, including:

  • Real-time updates on your portfolio's value.
  • Detailed information on each holding in your portfolio.
  • Analysis of how different investments are performing.

Format: MS Excel

Features:

  • The ability to track your portfolio's performance over time.
  • The ability to compare your portfolio against market benchmarks.
  • The ability to see how individual stocks and funds are performing.
  • The ability to customize the dashboard to fit your needs.
  • The ability to view detailed information on individual assets.
  • The ability to monitor your asset allocation across different types of investments.
  • The ability to set up alerts for important changes in your portfolio.
  • The ability to download data for further analysis.
  • The ease of use and intuitiveness of the dashboard interface.

 

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1. Is it safe to provide my credit card/payment information?

YES, our store is powered by Shopify which is one of the most trusted e-commerce platforms. Shopify is certified Level 1 PCI DSS compliant. All Shopify stores include an SSL certificate that uses industry standard 256-bit encryption technology. This is the same level of encryption used by large banks to keep your information secure.  

2. Will I get support if I have an issue or a query?

Definitely, yes, we have a dedicated support team who will happily assist. It can be an issue or any help with our templates. Our support policy is to address the customer query ASAP regardless of the product they purchase.  

3. Is this a one time payment or monthly membership?

All our products are ONE TIME PAYMENT. We do not offer subscriptions so whatever you pay will be be one time.  

4. How do I access my downloads?

After you checkout, you will be taken to a download page. You will also get a download link in your email.

5. What if the download link does not work?

Sometimes links can be blocked by a corporate firewall so please try using the link from a different network or from home. If you still cannot access drop an email to support@techno-pm.com and use our Contact Us Page.  

6. Do you provide refunds?

We will REFUND the full amount in the following scenarios - 

  1. Templates don't work as described, and we cannot fix your problem in a reasonable time. 
  2. Templates are missing from your download and we cannot provide you the same templates shown on the site.
  3. You are not able to access the download. We will try to provide different mediums but if none of them work for you then we will refund your amount. Check our Refund Policy.  

7. What are the different types of payments accepted?

We accept PayPal, Apple Pay, Google Pay, Master Card , Amex and VISA. 

8. Do these templates work with Excel?

Yes, the templates are built using MS Office so will work on Excel.

9. Can the templates be customized or edited?

Yes, our templates can be edited and changed as you need. There are no restrictions.

10. Why do you have a logo on the documents?

The Techno-PM logo is only visible on the template images. We do not use logos on templates so you can customize the template as needed.

9. How will I get my FREE monthly updates?

We will send download links to your email in the first few days of the month. We will send it to the email provided when making the purchase.

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