{"product_id":"investment-portfolio-net-worth-dashboard","title":"Investment Portfolio \u0026 Net Worth Dashboard","description":"\u003cp\u003eCombine investment holdings, asset allocation, liabilities, and net worth history in one advanced financial dashboard.\u003c\/p\u003e\u003cp\u003eDesigned for households and individual investors who want an advanced portfolio-aware view beyond a basic net worth tracker.\u003c\/p\u003e\u003ch3\u003eWhat's included\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003eInvestment holdings and gain\/loss\u003c\/li\u003e\n\u003cli\u003eAsset allocation view\u003c\/li\u003e\n\u003cli\u003eAssets and liabilities snapshot\u003c\/li\u003e\n\u003cli\u003eNet worth history\u003c\/li\u003e\n\u003cli\u003eAdvanced portfolio dashboard\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch3\u003eWorkbook tabs\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003eDashboard\u003c\/li\u003e\n\u003cli\u003eHoldings\u003c\/li\u003e\n\u003cli\u003eAssets \u0026amp; Liabilities\u003c\/li\u003e\n\u003cli\u003eNet Worth History\u003c\/li\u003e\n\u003cli\u003eSettings\u003c\/li\u003e\n\u003cli\u003eHow to Use\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch3\u003eFile details\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003eMicrosoft Excel workbook (.xlsx)\u003c\/li\u003e\n\u003cli\u003eFormula-driven dashboard and editable sample data\u003c\/li\u003e\n\u003cli\u003eInstant digital download; no physical item will be shipped\u003c\/li\u003e\n\u003c\/ul\u003e\u003cp\u003e\u003cem\u003eThis template is for organization and educational use and does not replace professional advice.\u003c\/em\u003e\u003c\/p\u003e","brand":"Sorted Life Co.","offers":[{"title":"Default Title","offer_id":44628705116225,"sku":"SLC-FIN-INVEST-XLSX","price":29.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0746\/5572\/7681\/files\/04-assets-liabilities.png?v=1790195036","url":"https:\/\/sorted-life-co.com\/products\/investment-portfolio-net-worth-dashboard","provider":"Sorted Life","version":"1.0","type":"link"}