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FINANCIAL CHRONICLE™ » FINANCIAL CHRONICLE™ » Performance benchmark tool for novice investors

Performance benchmark tool for novice investors

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K.Haputantri


Co-Admin
@Dileepa wrote:Hi,

It is written in VBA Macro.
By default Macros are disabled in Excel. You have to enable it from "Trust Center Settings"
If you are using 2007,
Click on Excel button on upper left corner ->
Excel Optins -> Trust Center -> Trust Center Settings -> Macro Settings -> Enable all macros

Cheers..
@K.Haputantri wrote:Dileepa, I get a message"Macro may be disablled..." ?How could I fix it.
Yes mine is 2007 and enabled all macros but still wan't work. ?Any other way to fix it.

Dileepa


Senior Manager - Equity Analytics
Senior Manager - Equity Analytics
@K.Haputantri wrote:
Yes mine is 2007 and enabled all macros but still wan't work. ?Any other way to fix it.
You have to restart Excel after the setting change.
Try closing the file and re-opening it. That should work study

K.Haputantri


Co-Admin
@Dileepa wrote:
@K.Haputantri wrote:
Yes mine is 2007 and enabled all macros but still wan't work. ?Any other way to fix it.
You have to restart Excel after the setting change.
Try closing the file and re-opening it. That should work study
Thanks Dileepa, it worked. I put cost of balance investments as "Account Balance" ?Is it OK.

Dileepa


Senior Manager - Equity Analytics
Senior Manager - Equity Analytics
@K.Haputantri wrote:Thanks Dileepa, it worked. I put cost of balance investments as "Account Balance" ?Is it OK.
Sorry for the delay,
If you have cash in your PF you should put it in "Acc.Balance" cell(C25) as a positive value.
On the other hand if you have used credits,
you should put it as a negative value in C25.
What did you mean by cost of balance investment? scratch 
If you mean Cost basis value of PF, it is not relevant for gain calculation.

K.Haputantri


Co-Admin
@Dileepa wrote:
@K.Haputantri wrote:Thanks Dileepa, it worked. I put cost of balance investments as "Account Balance" ?Is it OK.
Sorry for the delay,
If you have cash in your PF you should put it in "Acc.Balance" cell(C25) as a positive value.
On the other hand if you have used credits,
you should put it as a negative value in C25.
What did you mean by cost of balance investment? scratch 
If you mean Cost basis value of PF, it is not relevant for gain calculation.
Thanks Dileepa. It was cost basis of my PF which is not relevant. One more question. ?Is it possible to add more collumns to reflect previous years investments such as 2007, because I have some investments since 2007.

Dileepa


Senior Manager - Equity Analytics
Senior Manager - Equity Analytics
@K.Haputantri wrote:
Thanks Dileepa. It was cost basis of my PF which is not relevant. One more question. ?Is it possible to add more collumns to reflect previous years investments such as 2007, because I have some investments since 2007.

Download the updated version here :
http://www.mediafire.com/view/lv0j3cjr81cinbb/BenchmarkMe_3_0_1.xlsm
Expanded to support 2005-2015



Last edited by Dileepa on Wed Dec 11, 2013 7:06 pm; edited 1 time in total

K.Haputantri

K.Haputantri
Co-Admin
@Dileepa wrote:
@K.Haputantri wrote:
Thanks Dileepa. It was cost basis of my PF which is not relevant. One more question. ?Is it possible to add more collumns to reflect previous years investments such as 2007, because I have some investments since 2007.

Download the updated version here :
http://www.mediafire.com/view/mybgyd6l4kmu7mp/BenchmarkMe_3_0_0.xlsm
Expanded to support 2005-2015

Thans lot Dileepa. Its very usefull now.

K.Haputantri

K.Haputantri
Co-Admin
Dileepa- I get the following error massage-
Run-time error '1004'
Application-defined error or object-defined error.

?Can you help me.

Dileepa


Senior Manager - Equity Analytics
Senior Manager - Equity Analytics
@K.Haputantri wrote:Dileepa- I get the following error massage-
Run-time error '1004'
Application-defined error or object-defined error.

?Can you help me.
Sorry, I realized the error before and updated the link.
Please download this version(3.0.1)
http://www.mediafire.com/view/lv0j3cjr81cinbb/BenchmarkMe_3_0_1.xlsm

K.Haputantri

K.Haputantri
Co-Admin
Thanks Dileepa.

K.Haputantri

K.Haputantri
Co-Admin
Dileepa, I get the same massage. Kindly help me.

Dileepa


Senior Manager - Equity Analytics
Senior Manager - Equity Analytics
@K.Haputantri wrote:Dileepa, I get the same massage. Kindly help me.
Sorry I could not trace the problem  scratch 
Last time the problem was, I had declared the total value as a int data type.
A stupid mistake, int has a limit of 65,536  
Now I have corrected it and you can go up to 922,337,203,685,477.5807 lol!

It worked fine in my machine.
Performance benchmark tool for novice investors - Page 2 Sample10
Can anybody else confirm the same problem  study
Hapu, May be it is related to specific value you have entered.
Can you send me a screen shot or filled file so that I can debug from here.

K.Haputantri

K.Haputantri
Co-Admin
Dileepa, was trying to send the file as a PM but screen print canot be saved. (?Prt Scrn>save as picture.) It does not work with this file. ?Any spl method for macros.

Dileepa


Senior Manager - Equity Analytics
Senior Manager - Equity Analytics
@K.Haputantri wrote:Dileepa, was trying to send the file as a PM but screen print canot be saved. (?Prt Scrn>save as picture.) It does not work with this file. ?Any spl method for macros.
Can't be  study 
Screen shot is a OS function can not be disabled by VB macro level.
I have disabled some functions to prevent commercial use,
but screen capture should work fine.

If you are using Mac it is command + shift + 4
In windows, it is Alt + Print Screen or
you can just use windows built in Snipping tool

K.Haputantri

K.Haputantri
Co-Admin
Dileepa I'll send you a PM on the latest issues. Thanks.

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