The work of portfolio analysis is becoming ever more demanding. The volume and complexity of the tasks required to create, analyze, edit and report on investment portfolios is rising rapidly.

I've cycled through more productivity apps than I care to admit. Each one promised to be "the one," but they all suffered from the same fundamental flaw: they forced me to think in their structure, ...

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In the fast-paced world of financial services, data analysis plays a crucial role in solving complex business problems and extracting valuable insights. Excel, a powerful and versatile tool, has ...