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📅 Equivalent Investment Portfolio Calendar – Hybrid Web / Google Sheets App For Finance

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Mr Ryan B., an investment counselor hired me to arrive at an application that he could use for his business as a lead generator and so that someone real quickly could leave his office with something tangible in their inbox. We arrived at the equivalent portfolio calendar which tracks their current investments and tallies up the numbers upon retirement. It also saves all this data to a Google Sheets backend originating from a page on his website. It then sends an email to their inbox with the details.

 

Finance Equivalent Investment Calculator

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