portfolio analysis

Hi everyone - I was recommended to look for VBA ideas in this forum. The situation: I have multiple sheets that contain data of fixed income assets. These sheets have some data that are input manually (amounts, cost, etc.) and some read from bloomberg ( price, yield, etc), and I have a summary...

So i was wondering how I could set up a macro to keep track of all tokens in a particular wallet address. To display date purchased, amount of tokens owned, what the cost of the investment was in $ at the time of purchase. I am in lots of alt coins so current value is not important or can be...

Hi all, quick question. I am looking to calculate the future value (FV) of an investment. I have a lump sum to start with, a known rate of return and I would be making consistent, monthly contributions ($100). However, I would also like to add a large payment once a year into the investment...

Hi there, I am trying to use Solver for portfolio optimization. I'm using 9 stocks and Solver runs fine when I try to optimize for the lowest monthly draw-down using all 9 stocks (it gives a weight to each stock from -1 to 1. Where I run into an issue is if I add a constraint that requires that...

<article>Hi, I'm a newbie in excel and currently studing Finiance. My professor asked me to make a financial model using these metrics. and how can make this portfolio to automatically load price from yahoo finance? Amount Invested: Rs 2,00,000 Investment Date: 1st January 2011 Redemption...