Unit Cost Avg. (DCA) Spreadsheet

Visualize the power of compounding and risk-return tradeoff when investing on assets using the Unit Cost Average tool (A.K.A. Dollar Cost Avg., DCA). The tool is designed to help you track your frequently invested money into your assets and compare with current market value. Consequently, grow your wealth with confidence and control your decisions.

FEATURES

• Easy setup with minimum data entry.
• Adequate space to record all investment details, progress and relevant notes.
• Detailed Transactions Log template (up to 2000 entries).
• Instant view of Estimated Profits/Losses and investment returns, to evaluate options, and compare with current market values.
• Graphical representation for the overall Investment Returns.
• Interactive Dynamic Tracking Calendar reflecting all registered periodical investments.
• Supported with User Guide and tips for easy use of file.
• Fully supports MS Excel-2003 or later (No macros or coding imbedded). Basic Computer knowledge only required.

WHAT IS INCLUDED?

File includes 3 Spreadsheet Tabs:

1. READ ME: User guide that takes you through the features of the tool and clarifies how to fill in and read each segment.
2. UNIT COST AVG.: This is the main Dashboard where you update your investment details and figures, and also view the up-to-date status of gains/losses in comparison to market figures.
3. CALENDAR: Setup your calendar to selectively view the month, year and startup date of week, and visualize all your transactions registered at any given date.

HOW IT WORKS?

1. Purchase (Instant Download)
2. Download the ZIP file (Access the Template)
3. Open the Spreadsheet (Enjoy Building Wealth!)

THINGS TO NOTE

• This is a digital download. No physical items will be sent after purchase.
• Due to the digital nature of the product, all sales are final and no refunds will be issued. If you have any questions, please do not hesitate to get in contact with me before purchasing the product.
• All materials included in this purchase are for personal use only. No part of it can be distributed, sold, duplicated, reproduced, or used in any form without the written consent of the author.
• The contents of your purchase are for informational purposes only. It is not intended to be financial, legal, or accounting advice. I will not be liable to any person for harm, damages, loss, claims, costs, and other liabilities with regards to your use of the documents.

COLOR DISCLAIMER

The spreadsheet's actual color may vary due to the difference in how our screens show color. Your phone, tablet, or computer display colors in different ways, much like how we also see colors differently. Please take note of this when purchasing the template.