Free download Portfolio Performance Monitoring 3.0
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.
Portfolio Performance Monitoring 3.0 business, investment tools software developed by Business Spreadsheets. The license of this business, investment tools software is shareware, the price is 22.00, you can free download and get a free trial before you buy a license or registration. All Portfolio Performance Monitoring 3.0 download links are direct Portfolio Performance Monitoring full download from Business Spreadsheets site or their selected mirrors.
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