3 posts tagged with "Net Worth"

If you are an investor, you probably want to have a clear overview of your investment portfolio and performance. Fina provides a set of analysis tools to help you understand your investment better, including:

• Investment Overview Block
• Investment Performance Block
• Investment Return Template

In finance management, these 3 activities are common and crucial:

• Cashflow tracking
• Budget planning
• Future forecasting

Today, I would like to introduce 3 templates that focus on “future projection” published in Fina gallery lately.

It covers 3 important aspects of our financial life —

1. Account balance
2. Debt control
3. Investment return

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