I am looking for input on my Investment tracking in Excel App

Discussion in 'Programming' started by PortfolioSlicer, Jul 4, 2013.

  1. I created Excel Workbook (Portfolio Slicer) to track investments and I am looking for input. I used PowerPivot - new Excel add-in that lets me do a lot of stuff that before was not even possible to do. I can easily calculate portfolio value at any time in the past. I can calculate currency exchange rate impact on my portfolio value for any time in the past. My app is free and ALL source code is provided, including scripts to download data from Yahoo finance website.

    But I am looking for input - specifically, what calculations / charts / dashboards / tables could I add to make this Excel workbook "Must have" for people who track their investments?

    You can see screenshots of existing reports and download this Excel workbook with scripts here: http://PortfolioSlicer.com