Hi,
I have been using a worksheet to track performance of multiple portfolios in my LC account. I would like to share it to thank Peter Renton and his Lend Academy. It's a great place for P2P information, and best, it make me feel I am in a group.
About the worksheet. It's shared through docs.google.com. So, if you are interested, please browse the following link, and then click the big file snapshot icon, then click Download icon at the right-bottom corner.
https://drive.google.com/folderview?id=0B0PqZljirBQDbzcyT2hOOFhwaWs&usp=sharingIn tab "MyNote", a simple introduction of how-to-use is included. The most important calculation is about the return rate of each portfolio. A simplified method is used. It would be good enough if the issue-age range is set not too wide, such as less than 5 years. It did show clearly that one of my current models had much worse lose and make the real return of that portfolio is much lower than expectation. I stopped that model.
It includes loans sold in Foliofn with manual updating. With modification, it could easily include loan purchases in Foliofn too. I have not buy notes from Foliofn for a while, so not coded it.
Hope you like this tool. And, in advance,
Happy New Year!
Thanks,
Raymond G.