portfolio performance monitoring

Portfolio Performance Monitoring 3.2

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  • Downloads : 37
  • Views : 739
  • File Size : 123 kb
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The Portfolio Performance Monitoring template enables the ongoing monitoring and periodic valuation of a portfolio of financial investments. The model enables the entering of investment transactions during a reporting period to calculate performance. Incremental investment transactions including withdraw reinvestment and distributions undertaken during a period are accounted for in performance calculations under the time weighted return method for the reporting period. The investment portfolio can be rolled over whereby transactions are archived and values reset to be ready for a new reporting period. Snapshots of portfolio values by asset category can be made at any time to track the portfolio performance over time. The Portfolio Performance Monitoring template is designed for ease and flexibility of product and transaction input with embedded help prompts. The portfolio tracking accurately handles of distributions investments and divestments to calculate returns. The Portfolio Performance Monitoring template is compatible with Excel 97-2013 for Windows and Excel 2011 or 2004 for Mac as a cross platform portfolio tracking and valuation solution.
  • Download Portfolio Performance Monitoring
    Download Portfolio Performance Monitoring
Title

Portfolio Performance Monitoring

Author

Business Spreadsheets

File Name

excel_portmon.zip

File Size

123 kb

Requirements

Requires Microsoft Excel 97 or higher

OS

Win98,WinOther,Win2000,WinXP,Win7 x32,Win7 x64,Windows 8,WinVista,WinVista x64,Mac Other,Mac OS X

Languages

English

Published On

2015-01-28 06:38:03

Change Log

Compatible with Microsoft Excel 2016 for Windows and Mac

Tagged As

Excel, Portfolio, Monitoring, Valuation, Management, Financial,

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Download
  • Downloadable File Status : 100% Safe Download
Software Information
  • 0 / from 0 votes
  • Downloads : 37
  • Views : 739
  • File Size : 123 kb
  • 0/58 Virus Flags
Download Portfolio Performance Monitoring
Screenshot
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