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C: \ Business \ Investment Tools \ Portfolio Performance Monitoring 3.0


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Portfolio Performance Monitoring 3.0 - Detailed Description Page

Click to view Portfolio Performance Monitoring 3.0 screenshot

Program ID:

500

Author:

Business Spreadsheets     All programs by this author

Downloads:

1029

License:

Shareware [?]

Cost:

$22.00 US

Operating Systems:

win9xme win2000 winxp winvista winvistax64 win7x32 win7x64

Size:

123K

Release Status:

update

Last Updated:

2015-04-10

Our Rating:

Not rated yet...

Users Rating:

not rated yet     (total votes: 0)

Feedback:

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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.


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Keywords: Excel, portfolio, monitoring, valuation, management, financial, investments, assets, personal, wealth, stocks, bonds, shares, market, performance, return, transactions, money, weighted, analysis, business, Shareware, Business, Investment Tools, Business Spreadsheets, Portfolio Performance Monitoring

Recent Changes: Save as XLSM feature for recent versions of Excel and enhanced exporting functions.

Install Support: Install and Uninstall

Supported Languages: English

Additional Requirements: Requires Microsoft Excel 97 or higher




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