Multi-Member Fund Portfolio Management Tool in Excel

 If you are trying to track investing activity of a fund (personal or otherwise) over time, this tool will assist you. The Excel spreadsheet below can handle up to 20 members with lots of positions. Investment management software is very expensive for a reason and this template was made to give a workaround for smaller funds or even individuals that want to accurately track holdings activities and the profits generated.

Volume Discount Pricing Calculator: Excel Template and Sensitivity Analysis

 If you are a business that wants to figure out how to maximize discounts on volume in an optimal way, this Excel template will help give a lot of perspective and allow the user to test various sensitivities to see what is feasible based on cost of goods sold and operating expenses.