Advanced Portfolio Tracker updated

The Advanced Portfolio Tracker spreadsheet was updated (r5) to include;

• Major update to the Summary tab to allow portfolios to be summarized by category, with 4 categories displayed with metrics and a selectable category to show the asset allocation by category.

• Added support for Dividend Yields to be tracked and Estimated dividend income to be displayed on the Summary tab.

• Fixed the Summary tab returns table to allow any year to be entered, displaying 5 years of returns.

• Added Transaction % to the Summary tab to show the percentage of transactions occurring over the year.

• Added two additional Portfolio tabs (now supports up to 8 portfolios).

• Added a Migrate Instruction tab to provide instructions to move data from one spreadsheet to another.

• Updated README tab to reflect changes.

The Excel, Open Office, and Libre Office files are available in the download location provided with prior purchase.