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Business Spreadsheets

How to manage investment in Excel

by Business Spreadsheets, last login 4 days ago

Description
To track, manage and value financial investment portfolios with the Excel portfolio tracking template allows the ongoing tracking of the value and performance of a financial investment portfolio. Portfolio performance is accurately monitored by accounting for asset level transactions under the money weighted value methodology. Valuation of portfolios is categorized by configurable asset classes and transaction information is archived when new reporting periods are established.
Tags
portfolio tracking monitoring valuation financial investment assets stocks
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Business Spreadsheets

Business Spreadsheets

Financial Analysis, Microsoft Excel, Business...
Vitre, Ile et Villaine
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About Business Spreadsheets
Development and customization of high-level financial analysis and business intelligence applications, specializing in Excel integrated reporting with R programming and database driven solutions.

Background and expertise includes corporate finance, analytical model building, data science, predictive analytics, financial reporting and statistical analysis for businesses.

Solutions are developed as generic as possible with the flexibility to be applied to future and alte...
Business Spreadsheets | Elance

Business Spreadsheets