Released : Mutual Fund Tracker in Excel

by Jagoinvestor Wealth Club Support on January 21, 2013

We have released a Mutual Fund Portfolio Tracker in Excel for our wealth club members. You can open this sheet anytime and see how much is your mutual funds worth and your current profit or loss. It will also should you the IRR% return you get on each of your mutual fund. Incase you want to track your SIP investments, you can update the total units of your mutual funds and it will update everything else on its own. Its fetching the mutual fund units from AMFI website and everytime you open this excel sheet, or refresh it , it will fetch the fresh data on its own. You should be connected to internet to fetch the fresh data. Note that the excel sheet requires MACRO’s to be enabled.

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{ 2 comments… read them below or add one }

rajesh July 3, 2013 at 7:27 pm

i checked excell sheet programe of mutual fund it is nice
as is it possible us to do copy data and mail it to particular person
as i am staying in navi mumbai and my boss want data at delhi so i can copy and send him in acrobat or any other format.
as i would like to see two three more excell sheet programe which help me in taking decission.



Jagoinvestor Wealth Club Support July 6, 2013 at 11:46 am

Its for personal use to track your data . You cant copy things like this .


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