Best Equity Portfolio Manager – Excel based tool

equity_portfolio_manager
Stock market investment is like taking ride of “merry go round”, it gives enjoyment of upward stock movement and worry of downward stock movement.

If you have invested your money in stock market it is extremely important for you to monitor your stock performance. Close monitoring will enable you to take appropriate action for buying and selling.

In order to monitor all these stock at single place you need to make your equity portfolio. Equity portfolio enables you to analyses your portfolio and track its movements at any point of time.

In our earlier post we have discussed about ETportfolio tool. Today we will discuss about our own customized Equity portfolio Manager Excel based tool.

Equity Portfolio Manager –

We have made simple and extremely helpful tool to track your stock movements. This tool provides following facility

  • Access to Equity portfolio offline
  • Updating Stock price at single click
  • Updating Sensex and Nifty price movement
  • Total Gain/Loss in particular stock at given point of time
  • Stock Sector Allocation wise pie chart
  • Profit and loss summary pie chart

You can download Equity Portfolio Manager by clicking on link given below.

Download Now

How to use Equity Portfolio Manager-

This Equity portfolio manager contains three different spreadsheets. First spreadsheet named as Instruction contains instruction about how to use this portfolio.

Second sheet is named as Money_Excel contain information about your stock holding, profit and loss details. Third spreadsheet contains information about stock name and respective codes.  Please following steps to use this portfolio.

  • Please find out code of your stock and insert this code in first column A – “Stock”.
  • Input purchase price and stock quantity in column number I – “Purchase price” and J – “Qty”
  • Input Stock sector in column number N – “Sector”

Once you are done Press “Update Now” button and you will see that stock price is getting updated.

Note – In order to update stock price Internet connectivity is mandatory.

This portfolio manager also provide you additional facility in terms of giving visual representation about stock sector allocation percentage. This will enable you to check if you are exceeding investment in specific sector.

stock sector allocation

Another good feature of this portfolio manager is visual representation of profit and loss stock wise summary.

profit loss stock

Hope this portfolio manager will help you to manage your equity investment more effectively.

If you like this tool please share it with your friends and relatives.

Don’t forget to Like, share or tweet it if you like this.

 

Article by Raviraj

Hi, I am Raviraj. I am passionate about money matters and finance. I have 10 years of rich experience in the field of financial planning, Investments & Insurance. I have written 850+ article on this blog. If you like my efforts kindly subscribe to this blog and also let your friends know about this website by sharing.

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5 Comments

  1. Nandagopalan says:

    While using the equity portfolio manager sheet. I am getting an Error: The Operation Timed out

    i am connected to the internet

  2. Biba says:

    Very nice one. It will save lot of time..
    Few questions:
    1.Whether there is option to add new rows to Money_Excel tab of the excel sheet? For me, the Insert Option is not coming up.
    2. Are you planning to upgrade this excel to include stock split and dividends to give more clarity on return and avoid manual intervention?

    • Dear Biba,

      Thanks for pointing out very good improvement.

      1. Please download new Equity portfolio tracker and you will be able to insert more rows.
      2. We will make provision for stock split and dividend in our next version.

      Regards,
      Raviraj

  3. Abhishek says:

    Hi,

    On clicking the ‘Update Now’ button, I’m getting the following error –
    “The server name or address cannot be resolved”

    Kindly advise.

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