Excel Full Automatic Portfolio Management System with Live Data
Anh Nguyen
An Automatic Portfolio Investment System which takes in multiple inputs include:
✅ Performance Measurement of Complex Algorithm (Modified Dietz, True TWR,....)
✅ Live Market Data that Continuously Update
✅ Automatic Valuation Calculation for Daily Adjustment
✅ Automatic Capital Allocation for Multiple Capital Transactions and Investment Inflows/Outflows
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Posted Jul 3, 2024
A Full Investment Portfolio Management with: (1) Live Stock Pricing Update, (2) Transaction Database Management and (3) Custom Performance Metrics
10-Year DCF Forecast Valuation for Large Public Company
Google Sheet Planning & Actual Data Tracking Model
