Portfolio Performance Monitoring 3.2



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.

About Portfolio Performance Monitoring

Portfolio Performance Monitoring is a free trial software published in the Investment Tools list of programs, part of Business.

This Investment Tools program is available in English. It was last updated on 19 March, 2024. Portfolio Performance Monitoring is compatible with the following operating systems: Windows.

The company that develops Portfolio Performance Monitoring is Business Spreadsheets. The latest version released by its developer is 3.2. This version was rated by 3 users of our site and has an average rating of 2.3.

The download we have available for Portfolio Performance Monitoring has a file size of . Just click the green Download button above to start the downloading process. The program is listed on our website since 2016-09-05 and was downloaded 256 times. We have already checked if the download link is safe, however for your own protection we recommend that you scan the downloaded software with your antivirus. Your antivirus may detect the Portfolio Performance Monitoring as malware if the download link is broken.

How to install Portfolio Performance Monitoring on your Windows device:

  • Click on the Download button on our website. This will start the download from the website of the developer.
  • Once the Portfolio Performance Monitoring is downloaded click on it to start the setup process (assuming you are on a desktop computer).
  • When the installation is finished you should be able to see and run the program.



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Users Rating:  
  2.3/5     3
Downloads: 256
Updated At: 2024-03-19
Publisher: Business Spreadsheets
Operating System: Windows
License Type: Free Trial