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Portfolio Performance Monitoring 3.2

 

 
Program Info
 

License:
 
Last Update: 2017-06-17
 
Release Status: Major Update
 
Size: 0.12 MB
 
Price: $22.00  Buy
 
Downloads: 9
 
Publisher: Business Spreadsheets
 
OS Support: Win2000, WinXP, Win7 x32, Win7 x64, Windows 8, Windows 10, WinServer, WinOther, WinVista, WinVista x64
 
Category: Windows/Business/Investment Tools
 
Rating
0


 



Portfolio Performance Monitoring

 
Publisher's Description
 
 
T

he 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.

Requirements

Requires Microsoft Excel 97 or higher

Changes: 3.2

Compatible with Microsoft Excel 2016 for Windows and Mac

Languages supported

English