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Portfolio Performance Monitoring 3.2
Last update:
Fri, 19 June 2020, 6:00:03 pm
Submission date:
Tue, 15 February 2011, 8:00:24 pm
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Portfolio Performance Monitoring 3.2
License:
Shareware
Download size:
0.12 MB
Platform:
Mac
Win2000,WinXP,Win7 x32,Win7 x64,Windows 8,Windows 10,WinServer,WinOther,WinVista,WinVista x64
Portfolio Performance Monitoring description

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

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.

Requirements:
Requires Microsoft Excel 97 or higher

What's new in this release:
Compatible with Microsoft Excel 2016 for Windows and Mac
Tags:Excelportfoliomonitoringvaluationmanagementfinancialinvestmentsassetspersonalwealthstocksbondssharesmarketperformancereturntransactionsmoneyweightedanalysisbusiness


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