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: • Excel • portfolio • monitoring • valuation • management • financial • investments • assets • personal • wealth • stocks • bonds • shares • market • performance • return • transactions • money • weighted • analysis • business

Share your opinion about Portfolio Performance Monitoring

Your name:	(required)
Your Email:	(optional)
GUI (Graphical User Interface):	Poor   Fair   Good   Very Good   Excellent
Features:	Poor   Fair   Good   Very Good   Excellent
Ease of use:	Poor   Fair   Good   Very Good   Excellent
Price/Value:	Poor   Fair   Good   Very Good   Excellent
Overall rating:	Poor   Fair   Good   Very Good   Excellent
Your comment/opinion: (required)
Human verification, pictures should be rotated to stand up correctly: