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#1
30th August 2005, 07:37 PM
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Portfolio Management & Tracking through MS Excel
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 
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#3
31st August 2005, 02:51 AM
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Re: Portfolio Management & Tracking through MS Excel
Thanks buddy
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#4
31st August 2005, 08:07 AM
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Re: Portfolio Management & Tracking through MS Excel
Quote:
i am new to trading. so pl tell me whether this is just for intra day trading. also how do i retieve some quotes. regards ragh_ash
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#5
31st August 2005, 08:13 AM
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Re: Portfolio Management & Tracking through MS Excel
Its Looking Nice Man..
Vicky
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#6
31st August 2005, 10:48 AM
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Re: Portfolio Management & Tracking through MS Excel
Quote:
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#7
31st August 2005, 11:09 AM
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Re: Portfolio Management & Tracking through MS Excel
Thanks drshoeb, mayureshpote, VICKY_SEEKINGINR for your kind words.
cheers, nkpanjiyar
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#8
31st August 2005, 11:14 AM
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Re: Portfolio Management & Tracking through MS Excel
Quote:
The attached "Portfolio Tracker" is not meant for intra day trading as of today. But it can be incorporated if required. Primarily I designed it see my investment patterns, returns generated and identifying mistakes. cheers, nkpanjiyar
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