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Investment Portfolio

Don Fields
in Accounting Solutions

Featured Replies

  • Newbies

I'm new and making my first post. I got here from a search for a FMPro template for maintaining an investment portfolio. I have not found one so far. Has anyone developed their own and perhaps wants a beta tester?

I have about 40 stocks I would like to track over 60 months or so. Mostly I want to do some comparisons against trends in indexes.

Any tips would be welcome

BTW this is one of the best forums I have encountered in 10 years on the net. There is a goldmine of knowledge I will be tapping as I get on with my other FM projects.

Don

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https://fmforums.com/topic/16242-investment-portfolio/
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