A simple solution for Investment Portfolio Management



Here is a simple solution developed by me for Investment Portfolio Management which requested by my cousin. He is having a novel technique of tracing his investments. Since I did not get his permission, I did not explained his technique. But I implemented a generic method using Weighted Average. This solution helps to add market rate whenever you have data with you. If it is feasible, this can be modified to fetch data from website and add to your database. Most of the user may prefer to enter their own database.

The applications has four sheets

• Status
• MyInvestments
• RateData
• FetchWebData

In the MyInvestments Sheet you have enter the asset details, and periodical market rate in the RateData sheet

When you enter the date in the Status sheet, it will show the value of the investment.

Once again I reiterate that I will send this excel file free of charges, if you send me an email.
My email id is karthiganesh@yahoo.com

Cheers!