Thread: [SOLVED] How do I create an investment portfolio for my clients?

Hello,
Currently I am a financial planner, and, having recently left a major firm,
I am attempting to streamline my marketing process. As such, my goal is to
create an excel document (or locate a template) that allows me to include the
following: Holdings (cash equity, mutual funds, bonds, etc) with a number of
different graphs, including allocation, sectors, etc. If possible, I would
like to be able to update this chart for client account changes. I was hoping
that someone might be able to provde some type of insight into how I would go
about this. I certainly appreciate everyone's (or anyone's) input.

Thanks again!
Max

You may want to contact me privately.

--
Don Guillett
SalesAid Software
dguillett1@austin.rr.com
"Mr. Cohen" <Mr. Cohen@discussions.microsoft.com> wrote in message
news:EBB1A561-1F12-4FA2-AB44-D1F58BDCA38E@microsoft.com...
> Hello,
> Currently I am a financial planner, and, having recently left a major
> firm,
> I am attempting to streamline my marketing process. As such, my goal is to
> create an excel document (or locate a template) that allows me to include
> the
> following: Holdings (cash equity, mutual funds, bonds, etc) with a number
> of
> different graphs, including allocation, sectors, etc. If possible, I would
> like to be able to update this chart for client account changes. I was
> hoping
> that someone might be able to provde some type of insight into how I would
> go
> about this. I certainly appreciate everyone's (or anyone's) input.
>
> Thanks again!
> Max