Portfolio Tracking & Monitoring - Financial investment portfolio performance tracking

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Portfolio Tracking & Monitoring

Financial investment portfolio performance tracking & valuation
The Portfolio Performance Monitoring template enables the ongoing monitoring and periodic valuation of a portfolio of investments. The template allows the entering of investment transactions during a reporting period to calculate performance. Furthermore, incremental investment transactions undertaken during a period are fully accounted for in the period's performance calculations. Roll over of the model and archiving of transactions make this template ideal for monitoring your portfolio of financial investments on an ongoing basis.

Download Trial 384 KB

Buy Now $22.00 USD

Software Information		System Requirements
Version:	New	Windows 8/7/XP/Vista Microsoft Excel 97 or above 512 MB RAM Pentium II CPU
License:	Free to try, $22.00 to buy
File Size:	384 KB
Screenshot :	View Screenshot
Rating :

The key features of the Portfolio Monitoring template include:

Ease and flexibility of product and transaction input, with embedded help prompts.
Accurate handling of distributions, investments, and divestments to calculate returns.
Portfolio 'Rollover' option to reset the model for a new reporting period.
Storage of historical transactions.
Asset categories and allocation weight charting.

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