How to Make Personal Wealth Monitoring Dashboard in Excel

Managing personal wealth is a key aspect of achieving financial independence. This video tutorial will teach you how to gather data on your investment assets and organize it into an accessible format for visualization through charts. The video provides a step-by-step guide for creating a personal wealth monitoring template in Excel.



Creating a Personal Wealth Management Dashboard Step by Step

This template will help you track your financial progress and make informed decisions about managing your wealth.

Description of each step in the development process:

1. Preparing the foundation for dashboard development.
2. Data processing table based on initial data.
3. Creating pivot tables for capital history analysis.
4. Dynamic formulas to extract data from pivot tables.
5. Building a multi-level chart template for capital allocation by assets in the investment portfolio.
6. Advanced formula table to create a waterfall chart.
7. Waterfall Chart - the best visualization for analyzing portfolio value dynamics.
8. Enhancing visualization with an additional bar chart as indicators.
9. Adding the first dashboard control element for monthly toggling.
10. New formula table for daily capital value analysis.
11. Creating a complex multi-layered bar chart.
12. Adding a second control element for toggling data by days.
13. Formula table for visualizing positive and negative values on the chart.
14. How to create a smart dynamic chart with values exceeding 100% in Excel.
15. Switching to a light design version of the template.
16. Testing the functionality of the personal wealth analysis presentation in Excel.

Download personal wealth tracker dashboard template in Excel

This template is part of the personal finance management dashboard.

This guide demonstrates a step-by-step approach to creating an effective tool for analyzing your capital, helping you plan for the future and make important financial decisions.