Excel Ribbon

  ( My excel ribbons for quick management of Trades / Signals / Brokers / Presentation / Launchers )    



If one is managing his/her personal finances/accounts using Excel, then perhaps it's useful to take efforts to make Ribbon Customization to automate his/her routine/repetitive activities.
I've created visual-databases for trade managament, and account maintenenace in Excel. Following are the images of customizations I've done for majority of the routine/repetitive trading tasks.
Default Excel Ribbon has top menus 'File', 'Home', 'Insert', 'Page Layout' etc. Excel Add-in I've developed adds menus 'Salil 1' thru 'Salil 7' in between Excel Default 'File' and 'Home' menus. I've given screen-grabs and details for menus 'Salil 1' thru 'Salil 7' below.
The underlying code for the Buttons on the Ribbon is in VBA, some of which is linked to Python, within the Add-In I've developed.

Salil 1: For opening Accounts / Wealth / Mutual Funds / ETFs-ETNs-Stock files / Analysis files.
                In the "Banks/CU Accounts" I have stored my actual usernames/passwords/account-numbers, and I've used the AES encryption from my personal Single-Sign-On. (Nope I am not at all concerned about breach.)
                I've used Python Automation to track monthly performance of my trading accounts for Wealth Snapsot.
                      My often used tag-line is "I hate to earn the same money twice !!", and the monthly Wealth Snapsot tells me how's everything.
                For managing the Virtual Sweep accounts at various brokers.
                For fetching Quotes using Python.
                For doing the Technical Analysis.
                For managing the Bond Trading at various brokers. ... ... ... I have icon of Sir Sean Connery - for the Bond ETFs .... And quite aptly the icon     is at position   007   from the left 😀
                For logging into my Schwab and E*Trade Accounts.   (The AES encryption from my personal Single-Sign-On is used here.)




Salil 2: For rapid entry of ETF trades: Sells, Reset Level Decrements, Formula/Value Changes.
                Frequently used operation for blitz-trading.
                Frequently used nemeric decrement for different "Buy levels" for wave-trading.
                Frequently used nemeric decrement for different 'Next-Buy' , 'Subsequent-Buy' blitz-trading.




Salil 3: For generating Mutual Fund buy/sell Signals, Resetting Levels, and other rapid changes for rows/columns cell formatting.
                For making quick 'Buy', 'Sell', and 'Dividend+Capital_Gains' entry.
                Frequently used numeric decrement for different "Buy levels" for fluctuation-trading.
                For logging into our accounts at Fidelity and ProFunds. (The AES encryption from my personal Single-Sign-On is used here.)




Salil 4: For ETF periodic management. Launchers for getting Python/Selenium front-ends.
                Frequently used nemeric 3x, 2x, decrement for different "Buy levels" for wave-trading.
                Launching Python Tools.
                Loggin into TD Ameritrade, M1, Alpaca, and ProFunds. (The AES encryption from my personal Single-Sign-On is used here.)




Salil 5: For backup, rapid formatting. dup/unique formatting manupulation for presentation.




Salil 6: For SQL formatting, Smart Table Formatting. Pull-up, Push-Down, Switch-up, Switch-down etc.




Salil 7: For duplicate/unique handling, and future development.




    I use five Excel workbook files to help with Trade Management. Giving below the apperance for each of the worksheets within these five workbooks.


  1. ETFs/ETNs/Stocks:     Broker:     TD Ameritrade

        IB_Orders.xlsx

  2.            



  3. Mutual Funds:     Brokers:     (1) ProFunds     (2) Jefferson National Annuity which was taken over by Nationwide     (3) Fidelity

        trades_MF.xlsx

  4.            



  5. ETFs at Fidelity's "Brokerage Link", and Charles Schwab's PCRA (available via 401(k) plan)

        Non_IB_Orders.xlsx

  6.            




  7. Virtual Sweep to manage idle cash in various brokerages to try to keep-up-with or to beat the inflation.

        Virtual_Sweep.xlsx

  8.            




  9. Bond ETFs to manage dividend/interest paying High-Yield (Junk), Emerging Markets, and Preferred Stock ETFs.

        Bond_ETFs.xlsx

  10.            




Copyright © 2019 Salil V Gangal, All Rights Reserved.