Hi,
Some time ago I posted here that I am working on Excel workbook for Investment tracking in Excel. As I worked on this workbook, I realized that more people might be interested, so I decided to publish everything I did. I have to point out that this type of tracking is more suited for advanced Excel users, but end result is amazing - I can see how my investments were doing at any point in time and I was able to create few very useful dashboards. I can handle even notion distributions in my Excel workbook and I track both equity and cash balance.
All my work is published absolutely free. I even included free scripts that download stock quotes from Yahoo Financial website to your PC. All my scripts/code/formulas - all of it is open and if you want to change/fix anything go ahead and do it .
I am actually Business Intelligence (BI) consultant and I ended up doing free small BI application. It is right now in beta version. Due to technical issues I was not able to complete annualized rate of return proper calculation. I am also will be adding CDN/US currency conversion - so I could see any portfolios using any currency.
I did my tests on my TD Waterhouse accounts and I was able to reconsile everything to 1 penny.
As I already have experience with my other websites, I just created new one and posted there all scripts, descriptions, screenshots and videos. I would very much appreciate any suggestions/critc - good or bad I want it.
And you can do advanced tracking of your investments in Excel using Portfolio Slicer. Start by checking screenshots - this will give you idea what you could track. And you can very easily create you own reports - I even added video on how you can do this.
And thank you very much in advance for any suggestions!
Some time ago I posted here that I am working on Excel workbook for Investment tracking in Excel. As I worked on this workbook, I realized that more people might be interested, so I decided to publish everything I did. I have to point out that this type of tracking is more suited for advanced Excel users, but end result is amazing - I can see how my investments were doing at any point in time and I was able to create few very useful dashboards. I can handle even notion distributions in my Excel workbook and I track both equity and cash balance.
All my work is published absolutely free. I even included free scripts that download stock quotes from Yahoo Financial website to your PC. All my scripts/code/formulas - all of it is open and if you want to change/fix anything go ahead and do it .
I am actually Business Intelligence (BI) consultant and I ended up doing free small BI application. It is right now in beta version. Due to technical issues I was not able to complete annualized rate of return proper calculation. I am also will be adding CDN/US currency conversion - so I could see any portfolios using any currency.
I did my tests on my TD Waterhouse accounts and I was able to reconsile everything to 1 penny.
As I already have experience with my other websites, I just created new one and posted there all scripts, descriptions, screenshots and videos. I would very much appreciate any suggestions/critc - good or bad I want it.
And you can do advanced tracking of your investments in Excel using Portfolio Slicer. Start by checking screenshots - this will give you idea what you could track. And you can very easily create you own reports - I even added video on how you can do this.
And thank you very much in advance for any suggestions!