Portfolio Performance Valuation Tracking

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Monitoring and tracking the performance of a portfolio of financial assets.

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Portfolio Performance Valuation Tracking
Portfolio Performance Monitoring 2.2 by Business Spreadsheets - Excel Templates - Member of ASP
License: Free To Try
Popularity:
40.9% popularity: Portfolio Performance Monitoring
Portfolio Performance Monitoring scanned and found to be virus free

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.




Size: 113KB
Cost: $22.00


Rate this program:
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What's New in this Release: Compatible with Excel 2013
Platform: Mac OS X,Win8 x32,Win8 x64,Win7 x32,Win7 x64,Win98,WinVista,WinVista x64,WinXP,W
License: Free To Try
Category: Business::Investment Tools
Date Added: Dec 13, 2006
Last check for an update: Dec 08, 2016
Last version date: Nov 02, 2012
Downloads Total : 4
Downloads last 10 Days: None
Page Visit: 337
Malware Status: Clean
Scan Date: Mar 25, 2008

Link to Portfolio Performance Monitoring sample code
Monitoring and tracking the performance of a portfolio of financial assets.



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