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Portfolio Performance Monitoring for Windows

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Editors’ Review

Download.com staff
This Excel template provides comprehensive monitoring and periodic valuation for financial asset portfolios. It accurately tracks investment transactions, including withdrawals and distributions, calculating performance using the time-weighted return method. Snapshots and reporting period rollovers are supported.

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  • Pros

    • Enables ongoing monitoring and periodic valuation.
    • Calculates performance using time-weighted return method.
    • Supports portfolio rollover and transaction archiving.
    • Allows snapshots of portfolio values by asset category.
    • Offers user-friendly input with embedded help prompts.

  • Cons

    • Requires manual entry of investment transactions.
    • Lacks automated real-time market data feeds.
    • No direct integration with brokerage accounts.
    • Dependent on Excel application for functionality.
    • Limited advanced charting features beyond Excel.
Icon of program: Portfolio Performance Mon…

Portfolio Performance Monitoring for Windows

Download now

Used Portfolio Performance Monitoring for Windows?

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Full Specifications

GENERAL
Release
Latest update
Version
3.1
OPERATING SYSTEMS
Platform
Windows
Operating System
  • Windows 10
  • Windows Server
  • Windows 98
  • Windows 2003
  • Windows Vista
  • Windows 7
  • Windows 8
  • Windows ME
  • Windows NT
  • Windows 2000
  • Windows XP
Additional Requirements
Microsoft Excel 97 or higher
POPULARITY
Total Downloads
2,983
Downloads Last Week
6
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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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