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I am here to help you design your spreadsheets.

Be that the spreadsheet is static, or you want help building an automatically updating sheet. I am here to help you get the most out of what is avaliable through the use of excel and other online outlets, to build multi-functional, automatically updating and easy to use spreadsheets that save you both time and effort.

Portfolio Metrics

 

Infomation is key when investing on the stock market, and the private investor is always behind on the main players in the game. Through having worked in an Investment Bank, using my services can help you to reduce the infomation gap. Together, I can show you what is out there for you to use to gain infomation quickly and succinctly. 

Portfolio Analysis

 

I can offer those with limited technical knowledge help on how to build spreadsheets that can analyse portfolio performance. Track your performance against a wide array of benchmarks and customise the data you see. I can help to build your portfolio so that data entry and maintainence is minimal.  

Disclaimer.

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I am selling my services and expertise on how to use what is freely avliable on the web. I am not selling the data provided by these website, such as Yahoo Finance and Google Finance, but merely helping to facilitate you in your use of the data. I also offer services that do not need web data, but help you build spreadsheets that calculate a number of metrics and analysis such as; household bill infomation and analysis, comparison data, colour co-ordinated calendars, and much much more. When presented with personal data, I will remain strictly profressional and maintain 100% confidential. However, when sending data through email, you will be subject to the secruity of my google mail account and your own personal email provider, I do not have additional security systems in place. I do not take any responsibility for incorrect infomation fed through the live or historical data systems we use, I stress again I am not selling their data or their data platforms. I am helping you to get the most of what is avaliable through their offerings and to help design a wider variety of spreadsheets. I ask you to please read the disclaimer from each data provider / website we use, so you are fully aware of where you stand, as I help you to build your spreadsheets. Any infomation provided through our work together or discussions should not be taken as investment / trading advice and will be personal opinions only. Please consult your broker or financial representative to verify pricing before executing any trade. 

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