Portfolio Performance Monitoring

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developer:Business Spreadsheets
license:Shareware
version:3.0
size in Kb:123
price:$22
 
platform: Windows 7, Win7 x32, Win7 x64, Windows, Windows 2000, Windows 98, Windows XP, Windows Vista, Win2000, WinVista, Windows Vista Ultimate, Windows Vista Ultimate x64, Windows Vista Starter, Windows Vista Home Basic, Windows Vista Home Premium, Windows Vista Business, Windows Vista Enterprise, Windows Vista Home Basic x64, Windows Vista Home Premium x64, Windows Vista Business x64, Windows Vista Enterprise x64, Mac, Mac OS, Mac OS X, Mac OS X 10.5, Mac OS X 10.4, Mac OS X 10.3, Mac OS X 10.1, Mac OS X 10.6, Mac OS X 10.7, Mac OS X 10.8, Mac OS X 10.2, Windows 8
downloads:16
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Portfolio Performance Monitoring

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Description:   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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