Portfolio Management & Tracking through MS Excel
- Thread starter nkpanjiyar
- Start date
I just created Excel workbook to track your investments. It is absolutely free and includes free scripts to download stock quotes from Yahoo Finance website. I used Excel and free add-in for Excel from Microsoft - PowerPivot. This new technology lets me do advanced tracking as I can very quickly calculated portfolio value at any point in time. You probably have to be a bit more advanced Excel user to consider using it. And as I said, it is free and totally open - all scripts/formulas/design are included and described on my website. I hope people will find it useful and if so, I'll keep adding new features.
I myself have 11 portfolios to track so I wrote this for myself, but then decided it would be a good idea to share.
Please enjoy, and hopefully you will choose Portfolio Slicer to track your investments: http://PortfolioSlicer.com
I myself have 11 portfolios to track so I wrote this for myself, but then decided it would be a good idea to share.
Please enjoy, and hopefully you will choose Portfolio Slicer to track your investments: http://PortfolioSlicer.com
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
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
Thanks.. useful info
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
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
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