Super Analysis

EK Super AU Investments Analysis (MAR23)

I’ve managed to revamp our Super Investments Portfolio and made it much more efficient by creating functional metrics through automation of our trades. Created an APP (Average Purchase Price) by using the SUMIF formula of Purchase Total / Qty, and created a side-by-side % variance with LPP (Last Purchase Price), by using the VLOOKUP formula.

Also separated the TPP (Target Purchase Price) and TSP (Target Selling Price) for transparency, as well as using conditional formatting if the % variance is within our target price range.

The Super Analysis page allocates by Category consolidating both my super and Kathy’s super, and compares both the TMV and Target TMV $/% allocations.