Name: Évolution de placements
Brand: Excel-Gestion
SKU: 00131
Price: 50 CHF
Availability: InStock

Développement et analyse de vos projets financiers
Notre expertise financière et informatique vous propose des services et outils personnalisés pour l'efficacité de votre gestion

Evolution of investments

SKU 00131

Fr. 50.-

Fichier Excel

In stock

Quantity:

Product Details

Evolution of your portfolio according to daily values and buy/sell movements:

Manual entries (securities or portfolio values)

Portfolio indices (100 = D-30)

Dynamic chart (12 months)

Performance indicators over the year / last 30 days, taking into account withdrawals or contributions

Can be integrated with the global evolution of the assets

Real-time stock tracking (requires Microsoft 365)

Stock links (individual stock values) with current exchange rates

Stocks from global exchanges

PostFinance investment funds

Other funds available online

Automatic update of values

Decision support tools (links to stock exchanges)

Continuous display of increases / decreases

Sorting of values according to the columns of your choice

Decisions to sell securities according to 3 configurable scenarios depending on whether or not thresholds are exceeded:

Results since the purchase (without change)

Evolution of the day

Evolution over several days (to choose)

Level compared to the 52 weeks maximum

Potential stock purchase decisions (choice of 3 scenarios) depending on whether or not the thresholds are crossed

Stock sale opportunities (can be configured based on best performing potential purchases)

Rating of stocks based on threshold levels

Indication of the status of the securities (open / closed)

Commissioning (travel not included)

The Excel files are freely editable. The optional commissioning includes the initial support:

Explanations

Customizations (graph, periods, data)

Management mandate

We also offer you the advantages of the application in the form of a monthly control mandate at 50% of the price if you do not wish to operate it yourself.

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Nos prestations et applications

Comptabilité / ERP Cloud • Contrôle de gestion • Fiscalité / Impôts • Analyse financière • Modélisation Excel / Access / VBA / SQL, tableaux de bord • Location de services • Consulting • Support ERP / Office / Power BI / Programmation / Présence Web

Comptabilité analytique • Analyse financière • Cash flow • Budget • Gestion commerciale • Planification

Tarif horaire : fr. 150.-/ h. (contre facture) ou fr. 120.-/h. (paiement d'avance)

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Excel-Gestion, Nicolas Favre

Champ-au-Rey 7, 1673 Rue (FR)

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Excel-Gestion

Excel-Gestion

Développement et analyse de vos projets financiersNotre expertise financière et informatique​​​​​​​ vous propose des services et outils personnalisés pour l'efficacité de votre gestion

Evolution of investments

Nos prestations et applications

Notre profil

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Nous contacter

Développement et analyse de vos projets financiers
Notre expertise financière et informatique vous propose des services et outils personnalisés pour l'efficacité de votre gestion