Portfolio comparison template
The template consists of two sections:
> Investor Profile - Based on a sample of questions we gauge the Investor's risk-taking ability and score it. The scoring is done from 1-4, where 1 means most risk-averse and 4 being the risk-taker.
> Comparision Sheet - Based on the risk-taking ability of the investor, we are suggesting some default portfolios which will suit the investor and he/she can compare his portfolio with our suggested ones on various parameters.
Created by: Nikita
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Welcome! I'm Ankur, the founder and CEO of MarketXLS. With more than ten years of experience, I have assisted over 2,500 customers in developing personalized investment research strategies and monitoring systems using Excel.
I invite you to book a demo with me or my team to save time, enhance your investment research, and streamline your workflows.
I invite you to book a demo with me or my team to save time, enhance your investment research, and streamline your workflows.
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