Portfolio Management In Excel

Discussion in 'Portfolio Management' started by marketxls, Apr 10, 2017.

Portfolio Management In Excel

  1. marketxls

    marketxls Administrator
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    Performing Portfolio Management in Excel with MarketXLS is a breeze. You can store unlimited portfolios and transactions. It identifies you from the email id stored in your license. Simply right click anywhere in Excel and you will see a contextual menu. Essentially you have 2 entities in portfolio management module, Portfolios and Transactions. So you add your portfolios and then you add transactions to it.

    To add a portfolio, click on a cell that has the name of the portfolio and click on add.

    012916_1624_PortfolioMa11[1].png

    Similarly, if you want to add transactions in this portfolio, right click on the portfolio and click on add transactions. You can add transactions one by one or you can also add multiple transactions at once. Click on Add.

    012916_1624_PortfolioMa21[1].png

    Use the form to update your transactions. Once you have transactions in your portfolio you can also list them by simply selecting the cell with your portfolio name and clicking on List Transactions.

    012916_1624_PortfolioMa31[1].png

    To delete transactions from your portfolio, click on the transaction id and click on delete transaction.

    To delete a portfolio delete the transactions in your portfolio first and then select a cell with valid portfolio name and click on delete.

    Learn more about MarketXLS portfolio management capabilities.

    Once you have your portfolio and transaction updated, click on any cell that has name of one of your valid portfolio and then click on Dashboard on the menu. With marketxls you take your portfolio management in excel to a new level with it automatically calculating following results:

    • Average daily return on your portfolio
    • Details about your portfolio on allocation by industry and symbols
    • Average daily return and standard deviation on individual stocks and portfolio as a whole
    • Optimized portfolio and optimized portfolio’s sharpe ratio.
    • Optimized portfolio calculations currently will try to maximize the sharp ratio so you have maximum possible return on minimum.
     
    #1 marketxls, Apr 10, 2017
    Last edited: Apr 10, 2017
  2. Kenneth Onuoha

    Kenneth Onuoha New Member

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    I have created a portfolio and the DASHBOARD is not displaying the information that the video represented instead I"m getting an error message saying "The Website can not be displayed".
     
  3. Kenneth Onuoha

    Kenneth Onuoha New Member

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    I'm also experiencing problems in trying to delete Portfolio Transactions from a certain Portfolio

    Even the whole portfolio doesn't delete as well.
     
  4. marketxls

    marketxls Administrator
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    Hi We will push an update for this over the weekend. Sorry for the delay.

    Thanks
     
  5. Kenneth Onuoha

    Kenneth Onuoha New Member

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    Now I'm having trouble trying to add a new portfolio altogether. I am getting an error message saying " I already have a portfolio with the same name.
     
  6. marketxls

    marketxls Administrator
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    Hi Kenneth,

    Please ignore the portfolio module for a couple of days more. We had to overall a lot on the server, we did push an update but there is just one more update pending. We are working on it you should have it running latest by Thursday.

    Thanks for your understanding.
     

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