Portfolio Mantor


A Simple & Secured VBA Solution to Monitor Investment Portfolio Performance

Comprehensive Porfolio Management Tool with Ease of Adoption

PortfolioMantor is a simple yet comprehensive tool to portfolio managers in tracing their portfolio operations, and monitor total profit & loss performance. Based on Excel VBA secured located on-permise, it’s not only user-friendly, but also quick to deploy and flexible to customize.

Highly Flexible and Customizable

Being highly-customizable, PortfolioMantor can be tailored to fit your operational requirements and reporting structure. Our tools have been adopted, and proven, by portfolio managers across large enterprise or smaller firms.

Secured with Server On-Premise

You can be rest-assured of the security as the highly-sensitive application and the database will be securely located in your on-premise server.

Wide Coverage on Investment & Asset Type

PortfolioMantor currently covers the following:

  • Trade Order (Bonds & Stock)
  • Non-trade (Cash, Interests & Fees)
  • Private Equity
  • Physical Properties
  • Dividends
  • Cash Account, Position, Snapshots & Summary
  • Stock Account, Position, Snapshots & Summary
  • Price Snapshots & Imports
  • Security, Broker, Market Exchange Info
  • Currency


Automate Performance Reporting with VBA for a Mainland & Hong Kong Listed Property Group

EGUSI team helped a listed property group to deploy a scalable portfolio management system to automate performance reporting with enhanced accuracy and efficiency.

Want something different?

Tell us your requirements and we can customize it to fit your operational needs.

Well-supported by a Local Development Team

Both our development and support teams are based in Hong Kong. They are well-equipped to solve any issues you may have.


EGUSI is a Digital Solution Provider working with innovative start-ups and well-established corporations to transform how technology works for their business. 

We are software engineers and digital planners who focus on practical delivery. Be it mobile apps, eCommerce website, financial system, business application and platform, we take on a pragmatic approach towards planning and development.

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