Portfolio Performance Monitoring3.2

Free Trial
123.00 KB
  Download  



Publisher 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.

Read The publisher description in: Chinesesimplified, French, German, Spanish

Download and use it now      Portfolio Performance Monitoring 3.2



Add a review


Tell us your experience with Portfolio Performance Monitoring 3.2



RELATED PROGRAMS
Our Recommendations







BarCode2D-PNG

Portfolio Performance Monitoring 3.2 Screenshot


Click stars to rate this APP!

Users Rating:  
  2.3/5     3
Editor Rating:  
  0/5
Downloads last week: 0
Size: 123.00 KB
Price: $22.00
Release Date: 2016-09-05
Publisher: Business Spreadsheets
Operating System: windows