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New Excel Models

New Excel Model: Portfolio Tracker

By September 16, 2015No Comments

Our new Portfolio Tracker model makes it easy to keep track of stocks and pounce when one of your favorite companies hits your price target. Simply hit Refresh Data in the TagniFi Excel menu to update the model with the latest closing prices for your list of companies. The model uses a margin of safety to determine if the company is undervalued, overvalued or fairly valued compared to your target price.

portfolio_tracker