Master your wealth

The Ultimate Guide to Portfolio Tracking

Instructor: Sekhar SudhamshLanguage: English

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About QuantX-Primer

Unlock the power of Google Sheets to create a dynamic portfolio dashboard. This course covers tracking trades accurately, calculating returns with XIRR and NAV, and measuring risk through volatility, max drawdown, and portfolio heat maps. You'll learn to benchmark your performance against relevant indices.

Additionally, you will explore advanced techniques for optimizing and rebalancing your portfolio. The course concludes with key takeaways and tips for maintaining your dashboard. By the end, you'll be equipped to manage your investments like a pro with a customized, insightful dashboard.


About Sekhar Sudhamsh

Sekhar Sudhamsh is an experienced product manager with 12 years of expertise in India and Southeast Asia. He holds degrees from BITS Pilani and IMT Ghaziabad. With a passion for mathematics and investment, Sekhar is a self-taught DIY momentum investor, combining analytical skills and market insights to make informed investment decisions.

Syllabus

What we offer

Structured learning

Our program is designed by experienced DIY investors to make sure you get the best ROI

Community & Networking

Interact and network with like-minded folks from various backgrounds in exclusive chat groups.

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