I have a project for work and I am looking for a little but of guidance. Because it's for work, I need to build it from the ground up as opposed to using online tools.
I am looking to be able to calculate portfolio return using daily price information. The issue is, I need to be able to add / remove stocks at any given time, and I need to be able to provide live performance information on the aggregate portfolio on a weekly, monthly, quarterly, and yearly basis. I believe this will involve chaining returns.
I have excel 2010, I am happy to use macros, and I would call myself an intermediate user of Excel. I will be connecting this model to Bloomberg.
This may be a common set up, so I am happy to read some guides if anyone can point me that way?
Any help or guidance would be greatly appreciated!
Submitted January 20, 2018 at 05:53AM by pdawks http://ift.tt/2rmRCBH
