Investment Management

Keep track of investment activity in an efficient and organized manner

With Excel, this can be done using customized investment management tools which will give you and your clients’ better methods of recording and tracking investments and the results they produce. These tools can allow for the tracking of positions, including entry price, periodic closing prices and the investment returns.

For additional, more specific information on ways I am able to assist you in the tracking of your investment activity, please get in touch.