Excel Full Automatic Portfolio Management System with Live Data
Anh Nguyen
Data Modelling Analyst
Financial Advisor
Financial Consultant
Microsoft Excel
pandas
Python
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
