Portfolio Management & Tracking through MS Excel

#1
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
 
#4
nkpanjiyar said:
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 nk,
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
 
#6
nkpanjiyar said:
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
Its really wonderful. I was looking for such comprehensive portfolio management in simple terms. Thanks buddy. Great and kind work.
 
#8
ragh_ash said:
hi nk,
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
Dear ragh_ash,

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
 

Similar threads

Intraday Higher Leverage

Save up to 90% in brokerage and get higher leverage for intraday trades.

Name:Phone:
Email:City:
State:
Are you a day trader?