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Investment Management
Designed an organized Investment Management system in Microsoft Excel to help businesses track and monitor their investment portfolio, investment transactions, returns, current values, and overall portfolio performance.
The system provides a centralized view of investments such as stocks, bonds, mutual funds, fixed deposits, real estate, and other business investments, allowing users to monitor investment costs, current values, expected returns, and profitability.
Key Features
Centralized investment portfolio tracking
Investment name, type, and profile management
Investment amount and purchase date tracking
Current market value monitoring
Expected return rate tracking
Investment purchase and contribution records
Withdrawal and investment sale tracking
Dividend and interest income tracking
Capital gains monitoring
Cost basis vs. current value comparison
Unrealized gain/loss analysis
ROI and investment performance tracking
Portfolio diversification analysis
Investment maturity and renewal alerts
Investment performance reports
Project Focus
Investment Management • Portfolio Tracking • ROI Analysis • Financial Analytics • Excel Dashboard • Investment Reporting
The network for creativity
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In this project, I worked on cleaning raw sales data and transforming it into meaningful insights using Microsoft Excel. I applied pivot tables and interactive filters to organize information by city, product, payment method, and customer. The analysis highlighted key performance metrics such as total quantity sold, total revenue, and profit across five major cities.
Mumbai emerged as the top-performing city with the highest revenue and profit, while Chennai showed the lowest figures. The final dashboard included a 3D bar chart for clear visualization, making it easy to compare city-wise performance at a glance.
This project demonstrates my ability to:
Perform data cleaning and structuring
Build pivot tables for multi-dimensional analysis
Apply filters for dynamic exploration
Create professional charts for business insights
Impact: The analysis provided actionable insights into regional sales performance, helping identify strong markets and areas for improvement.
How can I work with clients?
.
Starting at $20 per project — final price depends on data size and complexity.
Turning messy data into clean, usable spreadsheets — accurately and on time.
I offer data entry, data cleaning, Excel formatting, and spreadsheet organization for individuals and businesses who want their data sorted without the back-and-forth.
If your spreadsheets need sorting out, send me a message and let's get it done.
Turning messy data into clean, usable spreadsheets — accurately and on time.
I offer data entry, data cleaning, Excel formatting, and spreadsheet organization for individuals and businesses who want their data sorted without the back-and-forth.
If your spreadsheets need sorting out, send me a message and let's get it done.
