portfolio

Hi All, I have a workbook with multiple sheets in it. I am attempting to save a single worksheet from that workbook as it's own excel file. I am having issues with getting it to work, and now seem to be getting further from where I need to be. Can anyone help out. Here is what I have so...

Let's say we have two portfolios: Growth and Income. Growth and Income use some of the same funds, as in A3 through D7 in the table below. And let's say we have two clients, each with some mix of the two portfolios. In the example below, for instance, Jane Doe will invest 80% in the 'Growth'...

Currently, I have the following table Company---------Date--------Exchange-------Size A-------------------2000----------------A-------------50 A-------------------2001----------------A------------ 100 B-------------------2000----------------B------------450...

Hi Forum, I am currently trying to build a dynamic bond investment portfolio with rolling tranches of monthly investments. Now, doing this in a static and unsexy way is not a challenge, however, I have difficulities in finding an automated formula based or vba solution. I want to enter start...

Hi, I am totally new to VBA and have been working on portfolio optimisation with mean-variance framework using solver with rolling window. I have managed to set up a simple linked model and excel and have been using Solver manually to compute the weights (minimising the variance as well as...

i want to calculate daily worth of shares held by me. portfolio.xlsx name symbol shares held 250112014 26012014 27012014 the data i download from website is csv file and named as 25012014.csv 26012014.csv and data in below form <colgroup><col span="7"...

Hi all, I am attempting to do some financial analysis for a redevelopment project my company is currently working on - I say attempting because a lot of my modeling skills seem to have escaped me. My first problem is a loan with a change in interest rate after year 5. So for the first 5...

I am new to excel (excel 2011 for Mac OSX) I set up MSN stock tracker so that on "Sheet 2" I have the MSN app and on "sheet 1" the company names in Column 1 and the price in column 2 - The cells in sheet one update every time I refresh MSN data. Looks like this.... ..........A.......B...

Hi, I am working on a project in which I need to create an investment allocation spreadsheet. The idea is that there can be anywhere from 2 to 6 investment accounts, each with varying dollar amounts. Each account is then then defined as either a "taxable" or "tax deferred" account. From there...

Hi, I am looking out for some good excel template, which can help me to keep track of my equity investments. Thanks a lot in advance Vijay