Portfolio Management Tool
I’ve been working for a while on a tool that facilitates the management of the portfolio. I’ll not overcomplicate its name, here’s the portfolio management tool.
The tool (currently) includes…
An overview tab that displays each position across two variables: a risk score and expected IRR.
A portfolio tab that shows my portfolio, with weights, returns…
A transaction log that displays all my transactions and the most relevant activity over the last 3 months
My updated watchlist
You can access the tool below: