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Portfolio Analysis Excel Template

Portfolio Analysis is the examination of securities over a period of time to get an overview of investments is called Portfolio Analysis.

Thus, Portfolio analysis evaluations at regular intervals will help the investor make portfolio reallocation based on the performance or requirements of funds in the near future.

So, I have created the Microsoft Excel template for easy and accurate portfolio analysis and analyze appropriate analytical data of your invested securities.

Pre-requisite to Use Above Template

Furthermore proceeding to template contents and configuration part we need to download daily data from the BSE website in excel format. BSE Bhav Copy download option is available

Step 1: Select the required date and click submit or for today’s copy click the option on left for Equity (Current Date). So, Today copy is available only after market close. Therefore, Download the file and save it. It is a zip file containing the CSV format of Bhav Copy for that particular date. Extract the zip file and open it in MS Excel.

Step 2: Above all, Open the above template file along with a bhav-copy file downloaded from the BSE website. Then Go to bhav-copy and right-click on the sheet tab and select “Move or Copy”. Check the box “Create a copy” then select the template file from the drop-down menu and press Enter. This file will be copied to our template file.

This template works only with BSE (Bombay Stock Exchange) only.

Understanding the Template

Row 1 = A1 to O1 consists of headings for data input. For example, see the table below:

  1.  A: Purchase date
  2.  B: Code of Company (BSE/NSE) (optional)
  3.  C: Company name
  4.  D: Shares units Purchased
  5.  E: Purchase price per unit
  6.  F: Commissions to Agent if any
  7.  G: Total cost of a particular purchase
  8.  H: Current Market price per unit
  9.  I: Current Market value
  10.  J: Increase or decrease in investment
  11.  K: Percentage increase or decrease of investments
  12.  L: Monthly CAGR for investments
  13.  M: Duration in months
  14.  N: CAGR yearly for investments
  15.  O: Duration in Years
  16.  P: Current Date
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Download Guide

Compatible with : Microsoft Office Excel, Libra Office, WPS Office, Google WorkSheet
  • Download The Template XLSX File Format
  • Use the Template

Download Instruction :

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