ROI INVESTMENT TRACKER: EARLY ACCESS & DOWNLOADS [Silver Members] (Patreon)

Hello, my friends, great to have you here as a Silver Member. This week's training is on the ROI Investment Tracker.

In this training, we’ll build a complete ROI Investment Tracker in Excel from scratch so you can track multiple investments, record costs and returns, calculate ROI and payback periods, and monitor performance through clean, professional dashboards. Everything is created using standard Excel and VBA only (no Power Query or modern Excel-only features), so it works across different Excel versions and setups, and you’ll see the entire system built step by step—including cumulative cash flow tracking and a simple dashboard you can use to quickly review results.

▶️⁠ Feel free to watch the full training video when it goes live on YouTube here.   

As a Silver Member, you can also participate in our Feature, Fix or Focus Program, in which each week I will add a feature, fix an issue, or focus on a specific part of the current week’s training. This Feature, Fix, or Focus will be entirely based on your requests and ideas in the comments below. Based on those suggestions, I will then create another short video, along with an updated workbook and make them available exclusively to you, right here on Patreon. I look forward to reading your comments below.

👉⁠ Make sure you download the workbook, PDF codebook, and the training resources in the files below.

I would love to hear your feedback, ideas, and suggestions on any upcoming videos as well, so make sure to comment below as I read every comment.

I look forward to hearing from you and I hope you enjoy the training. Thank you.