Portfolio Performance Monitoring 3.0
The Portfolio Performance Monitoring template enables the ongoing monitoring and periodic valuation for portfolios of financial investments. Amount and timing of investment and divestment transactions are accounted for in performance calculations.
Last update
20 Apr. 2015
| old versions
Licence
Free to try |
$22.00
OS Support
Windows Me
Downloads
Total: 1,306 | Last week: 1
Ranking
#987 in
Accounting & Billing Software
Publisher
Business Spreadsheets
Screenshots of Portfolio Performance Monitoring
Portfolio Performance Monitoring Publisher's Description
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.
Look for Similar Items by Category
Feedback
- If you need help or have a question, contact us
- Would you like to update this product info?
- Is there any feedback you would like to provide? Click here
Popular Downloads
- Macromedia Flash 8 8.0
- Kundli 4.5
- My Talking Tom 1.0
- FastSum 1.9
- FastSum Standard Edition 1.6
- Cool Edit Pro 2.1.3097.0
- Cheat Engine 6.8.1
- Hill Climb Racing 1.0
- Windows XP Service Pack 3 Build...
- C-Free 5.0
- Horizon 2.9.0.0
- Tom VPN 2.2.8
- HP LaserJet 1100 Printer Drivers 4.3.2.5
- Mozilla Firefox 108.0...
- HP WLAN 802.11a/b/g W500 2.4.1.30
- Iggle Pop 1.0
- HP Deskjet 5400 Series (DOT4) 9.0.0.0
- HP LaserJet 4200 PS 60.3.14.2
- Vector on PC 1.0
- FormatFactory 4.3