Investor Management System (IMS) Version 1.01

Description
The Investor Management System Excel sheet IMS-Verision 1.01 is designed to streamline and organize the management of investor-related information for businesses and financial professionals. This system includes various features:



Investor Database: It maintains a comprehensive database of investors, including their names, contact information, investment preferences, and historical transaction data.

ransaction Tracking: The system allows tracking of individual investor transactions, such as investments, withdrawals, and interest, providing an overview of each investor's portfolio.

Performance Analysis: It calculates and displays investment performance metrics, including return on investment (ROI),  and investment growth, enabling better decision-making.

Reporting and Analytics: It generates customizable reports and visualizations, giving insights into investor trends, preferences, and overall portfolio performance.

Overall, the Investor Management System Excel sheet optimizes investor relations, simplifies data management, and empowers businesses to make well-informed decisions in managing their investor portfolios.



Two Main Tabs: New Investor Creation and IMS Dashboard. 
All other information is already given to attached video. 


1. At Dashboard, Investor name should match with tab name. 
2. In this sheet Profit is calucalted on daily base but rate is yearly.
3. Customizable feature, Change visuals, Font etc .
4. Font used in this sheet is Monaserrat
5. Print each investor data by click print button on excel (Select the entire form and click print)