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.
Portfolio Performance Monitoring is a free trial software application from the Investment Tools subcategory, part of the Business category.
The app is currently available in English and it was last updated on 2016-09-05. The program can be installed on Win2000, WinXP, Win7 x32, Win7 x64, Windows 8, Windows 10, WinServer, WinOther, WinVista, WinVista x64.
Portfolio Performance Monitoring (version 3.2) has a file size of 125.95 KB and is available for download from our website.
Just click the green Download button above to start. Until now the program was downloaded 255 times.
We already checked that the download link to be safe, however for your own protection we recommend that you scan the downloaded software with your antivirus.