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Portfolio Performance Monitoring 2.0 - Portfolio Performance Valuation Monitoring |
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Program ID: |
500 |
Author: | Business Spreadsheets All programs by this author |
Downloads: |
317 |
License: |
Shareware [?] |
Cost: |
$22.00 US |
Operating Systems: |
      
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Size: |
113K |
Release Status: |
update |
Last Updated: |
2011-01-01 |
Our Rating: |
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Users Rating: |
 (total votes: 0)
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Feedback: |
Report broken download Report spyware [?] |
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Portfolio Performance Monitoring free download
 
 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 rest 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 97-2010 for Windows and Excel 2011 or 2004 for Mac as a cross platform portfolio tracking and valuation solution.
Portfolio Performance Monitoring 2.0 free download is licensed as shareware. Portfolio Performance Monitoring download is provided as a free to try download for all software users. Free-To-Try periodically updates pricing and software information of Portfolio Performance Monitoring full version from the Business Spreadsheets, but some information may be out-of-date. Portfolio Performance Monitoring 2.0 is currently the last updated version of the software. All rights for Portfolio Performance Monitoring are belong to the developer, Business Spreadsheets.
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: Improved user interface design, work flow and cross platform compatibility.
Install Support: Install and Uninstall
Supported Languages: English
Additional Requirements: Requires Microsoft Excel 97 or higher
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