Tag: Excel
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My Personal Financial OS
I’ve built a collection of Excel tools to manage different parts of my financial life. One tracks household expenses through the Personal Expense Tracker. Others show where my investment capital is deployed through the Portfolio…
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Investment Deployment Tracker
An investment decision doesn’t end with choosing a stock. There is still the question of when to buy, at what price, how much to allocate, and whether enough cash is available to execute the plan.…
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Equity Investment Model
I built this Excel model to make my equity investment decisions more systematic. It scores stocks across four lenses: sector fundamentals, technical trend, sentiment and flow, and portfolio fit. Each lens has a defined weight,…
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Portfolio Intelligence Dashboard
I wanted a clearer picture of where my investment capital is actually deployed, beyond a list of individual stocks. This Excel dashboard groups holdings by granular macro themes, such as power infrastructure, defence, AI infrastructure,…
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Personal Expense Tracker
I built this Excel template to get a clearer picture of where our household money goes. Expenses arrive through different credit cards and bank accounts. The tracker brings them into one monthly view, organised into…