Investment Portfolio — Real-Time Tracking, Analysis & Optimization in Excel
Published by MarketXLS Limited
About this tutorial
Investment portfolio management in Excel with real-time data from MarketXLS and FundXLS. This session covers portfolio construction, tracking, analysis, and optimization for stocks, ETFs, options, and mutual funds. Topics covered: - Investment portfolio setup with live data in Excel - Multi-asset tracking - stocks, ETFs, options, mutual funds - Asset allocation and rebalancing strategies - Performance attribution and benchmark comparison - Risk analysis - beta, Sharpe ratio, max drawdown, VaR - Tax-loss harvesting identification - Building a complete investment dashboard Book a free demo: https://marketxls.com/book-demo Try MarketXLS: https://marketxls.com Options Functions: https://marketxls.com/functions