Portfolio Performance Monitoring

Name: Portfolio Performance Monitoring
Works on: windows

Windows NT and above

Version: 3.1
Last Updated: 27 Apr 2017
Release: 30 Oct 2015
Category: Business

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1271 downloads

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Portfolio Performance Monitoring Tags

business spreadsheets

Portfolio Performance Monitoring Details

Rating: 1.826086956 out of 5 based on 23 user ratings

Publisher Website: External Link
Downloads: 1271
License: Demo / Trial Version

Portfolio Performance Monitoring is a demo software by Business Spreadsheets and works on Windows 10, Windows 8.1, Windows 8, Windows 7, Windows XP, Windows 2000, Windows 2003, Windows 2008, Windows 98, Windows ME, Windows NT, Windows Vista, Windows 2012.
You can download Portfolio Performance Monitoring which is 126.43 KB in size and belongs to the software category Business.
Portfolio Performance Monitoring was released on 2015-10-30 and last updated on our database on 2017-04-27 and is currently at version 3.1.

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Portfolio Performance Monitoring Description

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.

Whats new in this version:

Compatible with Excel 2016.