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Portfolio Management & Tracking through MS Excel

Discuss Portfolio Management & Tracking through MS Excel at the Software within the Traderji.com - Online community for Indian investors & traders!; i want to modify please can you provide password...


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  #31  
Old 27th November 2009, 09:09 PM
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Default Re: Portfolio Management & Tracking through MS Excel

i want to modify please can you provide password


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  #32  
Old 16th July 2010, 12:17 PM
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Default Re: Portfolio Management & Tracking through MS Excel

I really didnt understand how to use it...
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  #33  
Old 21st July 2010, 12:58 PM
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Default Re: Portfolio Management & Tracking through MS Excel

great works.
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  #34  
Old 1st August 2010, 05:02 PM
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Default Re: Portfolio Management & Tracking through MS Excel

Hi,
nkpanjiyar

Very useful file, thanks
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  #35  
Old 10th August 2010, 08:02 PM
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Default Re: Portfolio Management & Tracking through MS Excel

simple and smart...thanks
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  #36  
Old 20th August 2010, 06:24 PM
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Default Re: Portfolio Management & Tracking through MS Excel

I actually did not find any advantage of using excel as a portfolio tracker over the n no of site offer the same in very much presentable manner.
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  #37  
Old 1st October 2010, 04:26 PM
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Smile Re: Portfolio Management & Tracking through MS Excel

Its look like just a basic, just a data entry book.......

I need a excel where Closing stock of my portfolio should come automaticaaly
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  #38  
Old 1st October 2010, 10:00 PM
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Default Re: Portfolio Management & Tracking through MS Excel

Quote:
Originally Posted by nkpanjiyar View Post
Hi Vinsu,

The above sale proceed can be easily done if someone knows how to write "Macros" in MS Excel.

Alternatively, for simplicity this can be achieved by writing the buy and sale for different lot.

A sample is attached for your query assuming flat bokerage of Rs 25/- in each trade proceed. Hope this will satisfy your doubt.

cheers,
nkpanjiyar
I tried to open zip file, but it showed an error and exited.
Can you mail me @ plpatel1976@yahoo.co.in
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  #39  
Old 6th January 2011, 04:55 PM
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Thumbs up Re: Portfolio Management & Tracking through MS Excel

Quote:
Originally Posted by nkpanjiyar View Post
For every trade or investment done, it is suggested that one must have plan and tracking mechanism for portfolio.

Portfolio management and tracking gives lot of insight for doing future trading and investment. It provide valuable lessons provided one is ready to learn.

Based on my experience and reading I had designed a simple "Portfolio Tracker" in MS Excel. I am using it for more than a year. It has helped me a lot.

I am herewith attaching the "Portfolio Tracker" in MS Excel with some of my real time trades done. Hope someone may benefit from this. Constructive as well as destructive criticisms are most welcome.

cheers,
nkpanjiyar
I like urs Portfolio Management & Tracking through MS Excel its very usefull.thanks
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  #40  
Old 3rd March 2012, 03:15 PM
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Default Re: Portfolio Management & Tracking through MS Excel

Quote:
Originally Posted by nkpanjiyar View Post
For every trade or investment done, it is suggested that one must have plan and tracking mechanism for portfolio.

Portfolio management and tracking gives lot of insight for doing future trading and investment. It provide valuable lessons provided one is ready to learn.

Based on my experience and reading I had designed a simple "Portfolio Tracker" in MS Excel. I am using it for more than a year. It has helped me a lot.

I am herewith attaching the "Portfolio Tracker" in MS Excel with some of my real time trades done. Hope someone may benefit from this. Constructive as well as destructive criticisms are most welcome.

cheers,
nkpanjiyar

Hi,

can you please let me know from where can I download the excel.

Thanks
hari

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