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Portfolio Performance Monitoring for Windows

By Business SpreadsheetsTrial version
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Key Details of Portfolio Performance Monitoring

  • Monitor and track the performance of your financial assets portfolio.
  • Last updated on 10/30/2015
  • There have been 6 updates
  • Virus scan status:

    Clean (it's extremely likely that this software program is clean)

Developer's Description

By Business Spreadsheets
Monitor and track the performance of your financial assets portfolio.
The Excel 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 rest 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.

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Full Specifications

GENERAL
Release
October 30, 2015
Latest update
October 30, 2015
Version
3.1
OPERATING SYSTEMS
Platform
Windows
Operating System
Windows 98, Windows 2000, Windows 2003, Windows ME, Windows Server, Windows 7, Windows XP, Windows NT, Windows 8, Windows Vista, Windows 10
Additional Requirements
Microsoft Excel 97 or higher
POPULARITY
Total Downloads
2,963
Downloads Last Week
0
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