These are projects posted by the students of Dr. Gove Allen at Brigham Young University. These students have taken one semester-long course on VBA and generally have had no prior programming experience

Tuesday, April 13, 2010

Portfolio Tracker

I thought it would be interesting to try to develop an Excel-based portfolio tracking tool. This tool will allow the user to input trade details, aggregate the trade positions, and track the performance of the portfolio via intra-day pricing being pulled from a web-source. With its user-friendly interface screens, adding new trades is very simple and easy. Buttons allow for market prices to be refreshed at the user’s command. Note: it is not the purpose of this application to execute trades in the real world (although additional coding likely would allow for this) and is only designed to be used for tracking purposes – either tracking of a real or fictitious portfolio.

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