Latest version number: V1

Features:

1. Dashboard View
   • Strategy Selector
   • Strategy Comparison
   • Debt Balance Chart
   • Prinipal and Interest Chart
2. Snowball Method
   • Pay your smallest debts first
   • Mark payments as “Paid” from a drop down menu
   • See totals and overall progress
3. Avalanche Method
   • Pay your high interest debts first
   • Mark payments as “Paid” from a drop down menu
   • See totals and overall progress
4. Custom Order
   • Pay debts in a custom order
   • Mark payments as “Paid” from a drop down menu
   • See totals and overall progress
5. Configurations
   • x20 Debts
   • Maximum 30 year loan term
6. Customizations
   • Name personalisation 
   • Header colour options – Navy, Blue, Purple, Pink, Green, Gold, Gray
   • Display Picture 
   • All currencies supported
   • All languages supported

Please note:

• This workbook is Macroenabled.
• Spreadsheet Mastery Logos cannot be deleted.
• Sections of the template are password protected for Intellectual Property protection.
• Modification of the original template sheets is not permitted. You may add additional sheets to extend features. 
• System Requirements:
  Windows or Mac Computers ONLY
  Microsoft Excel Office 365 or Google Sheets 

Latest version number: V1

This workbook uses live pricing data from external sources.

Sources: CoinGecko, Google Finance, LSEG Data & Analytics 

Features:

1. Portfolio Summary
   • Overall Portfolio Value
   • Return on Investment 
   • Stock vs Crypto Investment Allocation Chart
2. Stock Dashboard
   • Key Portfolio Metrics
   • Sector Allocation 
   • Portfolio Allocation
   • Cap Size Allocation
   • 5 Stock Screener
   • Today’s Top Performer Widget
3. Stock Portfolio
   • Live Current Price
   • Day Change with 7 Day Change Graph
   • Sector Information
   • Market Cap (Billions)
   • Cap Size Data
   • Beta
   • Current Holdings Summary Information
   • 1 Day Return on Investment
   • Total Gain/ Loss
   • Total Portfolio Value
4. Crypto Dashboard
   • Top 10 Coins by Market Cap
   • Live Crypto Pricing
   • Key Portfolio Metrics
   • ROI Chart
   • Coin Allocation Chart
5. Crypto Portfolio
   • Live Current Price
   • 7 Day Trend
   • Day Change
   • Market Cap (Billions)
   • Current Coin Summary Information
   • 1 Day Return on Investment
   • Total Gain/Loss
   • Total Portfolio Value
6. Transactions Input
   • Buy, Sell, Dividend Inputs
   • Error Checking 
   • Guided Input 
7. Settings
   • Name customisation
   • Display picture 
   • Header colour
   • All currencies supported
   • All languages supported

Please note:

• This workbook is Macroenabled.
• Spreadsheet Mastery Logos cannot be deleted.
• Sections of the template are password protected for Intellectual Property protection.
• Modification of the original template sheets is not permitted. You may add additional sheets to extend features. 
• System Requirements:
  Windows or Mac Computers ONLY
  Microsoft Excel Office 365 or Google Sheets 

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