Imagine yourself as an owner of large enterprise or self entrepreneur who wants to know the asset value of your company so that you can make an effective investment. Before making an investment measuring your stock portfolio performance is necessary.

Calculating your stock portfolio is an important task and all the investments of your company any form must be outlined that is whether it’s in the form of bonds and stocks as well as in certain cases it’s also include property owned by company. Performance in excel is identification of all these assets in excel as well as their calculation.

Benefits of Measuring Stock Portfolio in Excel

  • To make effective investments for business is necessary as it reduces the risk of loss.
  • Profit maximization is a major motive of each business which can be achieved through good investment.
  • Proper information regarding financial condition of company helps in making better decisions for the business.
  • To take benefit from major opportunities is necessary for growth of business.
  • Proper information regarding money n banks and hand helps in making beneficial decisions for company.

Calculation Stock Portfolio Process

Effective portfolio performance as well as by monitoring stock in hands and in store helps in risk reduction as market trends can be followed quickly and easily.

Stock Portfolio Management

However different types of time span is adopted by different companies for portfolio calculation, some are likely to focus on more frequent measuring as others prefer some long term span. However both types have some advantages and disadvantages.

Weekly Stock Control Sheet

Specialized traders often adopt this method. They may view the news and monitor the market trends accordingly. Business decisions are mostly made for long term purposes however in this case of more frequent performance evaluating it may helps in making effective short term decisions.

Traders and business adopting this type not becomes me confident over their decisions as they rely on current market trend as well demand in present time which may be effected due to other factors like customer unaware of the product or undeveloped housing society right now.

They don’t rely the importance of time as it will get some time to customer becoming aware of their product and then responding to it. Excel template for this purpose can be updated and modified easily as adding or deleting existing information and names. Information is mostly shown on one page which can be quickly overviewed.

Monthly Stock Management System

This type of template is mainly preferred by most business. Time is of major importance in business therefore less frequent checking is better than recent checking. However lack of attention means wrong decisions. Stock control sheet of month shows all the names of items as well as their quantity in stock. Price, transaction and commission is shown in individual columns.

Formulas must be added to make calculations easy and free of error. Account balance as well as shares held by company is also shown. This helps in calculating stock portfolio performance exactly and useful and effective decisions can be made by management for increasing profit and reducing risks.


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