Mutual Fund Tracker Free Excel Template
Post on: 27 Июнь, 2015 No Comment
Excel is very good for keeping track of your investments. Due to its grid nature, you can easily create a table of all the mutual fund holdings and monitor the latest NAVs (Net Asset Values) to see how your investments are doing. A while back we have posted a file on tracking mutual funds using excel. Today we are going to release an upgrade for that file.
How the Mutual Fund Portfolio Tracker Works?
amfiindia.com/spages/NAV0.txt
Changes from previous version
- The formulas are more robust. Earlier version (available here ) has some limitations.
- Selecting a fund is much more simpler. You need not scroll thru an insanely large in-cell dropdown. Instead, just type the fund name and thanks to fuzzyText UDF, the correct fund name will be found.
- I have updated the webquery properties, so that formulas get refreshed automatically.
What is your favorite way to track investments?
I rely my banks investment tracker tools to get a quick update on my mutual funds and shares. But I use excel to pull data from various sources and analyze it to optimize my portfolio. Using excels financial formulas. I can easily find out CAGR or IRR on my investments is and compare it with other options. I also compare my future needs against my current holdings to see if I need to invest more.
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