Portfolio Performance Monitoring

Category: Business    

Date Listed/Updated: 2022-07-13 15:05:05

File size: 123 KB

OS: WinXP,WinVista,WinVista x64,Win7 x32,Win7 x64,Win2000,Mac OS X,Win98  License: Other  Price($): 22.00

Author/Publisher name: Business Spreadsheets

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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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Tags: Excel  portfolio  monitoring  valuation  management  financial  investments  assets  personal  wealt 

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Software Review: Portfolio Performance Monitoring Review

Portfolio valuation allows the ongoing tracking of the value and performance of a financial investment portfolio. Portfolio performance is accurately monitored by accounting for asset level transactions under the time weighted value methodology. Valuation of portfolios is categorized by configurable asset classes and transaction information is archived when new reporting periods are established. Find this Excel business solution at http: www.business-spreadsheets.com portmon.htm.

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