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If such a module exists I am also interested in it. I manually keep our gains and losses in excel.
This would be a dream come true. We currently are tracking all investments in an Excel sheet, but it is less than ideal.
We have investments is about 15 different funds and track these all in excel.
Excel works fine, the problem is getting the right specific information from the various funds that report different formats of information.
We keep 2 excel files, one for investments that have to be tracked at cost and one for investments that have to be tracked at market value.
we use the endowment module in blackbaud to track gifts/additions but we track all the activity on an Excel spreadsheet. we have over 300 individual funds (or projects in blackbaud) so it's a humungus spreadsheet, but i find it easier than using the allocation feature in blackbaud.