Portfolio Easy

Executive Summary

Description of the business and application

In our world today information is more precious than money. Before the “Internet Boom” era information about the wealth of the company, how well they did past years and compare them with other companies was a challenging task. Due to this lack of information, investors lost a lot of money because they did not have all the information needed to choose their best option. Nowadays information about companies is close as a click of a button, therefore find information is not more a challenge for us; however filter it, put it in one place and doing the analyzes is our biggest investment challenge today. 

Portfolio Easy is a spreadsheet that was programmed to overcome ours biggest investment challenge. The program retrieves financials report and Equity Price of each company that you added to your portfolio from finance.yahoo.com. After retrieving the financials the program automatically calculate main ratios as: Return on Equity, Payout Ratio, Profit Margin and others to help analysts understand what the company is passing through. To help even more the analyst the program also creates graphs of revenue, liability, profits and others to all your companies so you can compare them.  By retrieving data from Yahoo, calculating ratios, and put in all this information in a spreadsheet Portfolio Easy helps us the overcome our biggest investment challenges.

Bryan Pinho