Portfolio Management & Tracking through MS Excel

[nkpanjiyar]

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

 

[drshoeb]

Thanks nkpanjiyar, looks good at first look.

 

[mayureshpote]

Thanks buddy

 

[ragh_ash]

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

 

[VICKY_SEEKINGINR]

Its Looking Nice Man..

Vicky

 

[bceianonline]

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.

 

[nkpanjiyar]

Thanks drshoeb, mayureshpote, VICKY_SEEKINGINR for your kind words.

cheers,
nkpanjiyar

 

[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

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

 

[xtiger]

Hmm...... useful for beginners like me. thanks boss...

 

[pr_shetty]

hi nk,

good format would help a lot of people.

VinodP