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Investment Manager : Review & Feature, Fix or Focus Request [Gold & Silver] (Patreon)

Published:
2025-04-30 12:15:01
Edited:
2025-05-02 02:31:10
Imported:
2026-09
Tags:

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  • 459079351.mp4

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Content

Hello Members,

The training we have for this week that I have shared with you was about the Incredible Investment Manager. If you have not seen it yet, you can view it right here on YouTube

Now that the training has been released, I am looking for your feedback to make this even better, just for you, our incredible Patreon Members.

So, what Feature can I add for you? Did you find an issue you want me to fix? Or is there a particular area you would like me to focus on?

Please comment your ideas and feedback to any of these below and I will do my best to not only create an updated workbook, but release a private training video next Monday, right here on Patreon.

I am looking forward to hearing from you and thanks so much for your support.

Regards,Randy

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Comments

Mike Borchers

Hello, how do I get the most updated version?

Mike Borchers

I have downloaded as a gold member with package of 150. But this in not within..

Excel For Freelancers

Hi Mike, thanks for your email. The updated versions are released 6 days after the initial release of the main application. Since the main application was released on this Tuesday, that means the updated version will be released on Monday, May 5th. I hope this helps and thanks so much.

Excel For Freelancers

Hi Mike, thanks for your email. The updated versions are released 6 days after the initial release of the main application. Since the main application was released on this Tuesday, that means the updated version will be released on Monday, May 5th. I hope this helps and thanks so much.

jwuj97f

Thanks Randy, I will be revising my tracker with your style of forms for data entry. Question can this investment manager be updated to show year over year performance of investments (from the historical data)? the visual of annual performance (year-over-year) is important to me. Your key field of Date-symbol is brilliant (I will incorporate that into my personal tool today). again thanks.

Excel For Freelancers

Thanks so much. I really appreciate that and don't miss the update on Monday since I have a ton more features. For the year on year, there may be many ways however you can find a specific price perhaps using the Maxifs function such as =Index(ClosingPrice,Maxifs(Histore_Date,HistoryDateColumn,Today()-365,Asset_ID,AssetID),1) Something like that which will locate the maximum date based on a specific asset/stock then index the closing price. I have similar formulas on the sheet you can check out I hope this helps and thanks so much.