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Portfolio Performance Monitoring

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Portfolio Performance Monitoring is a developed by Business Spreadsheets. This site is not affiliated with Business Spreadsheets in any way. Read more.
Portfolio Performance Monitoring icon The Portfolio Performance Monitoring template enables the ongoing monitoring and periodic valuation for portfolios of financial investments. Amount and timing of investment and divestment transactions are accounted for in performance calculations.
Version3.0
LicenseFree trial
OS supportWindows XP, Windows 7, Windows 8, Windows Vista, Mac OS X
ReleasedSep 29, 2014
Last updatedOct 6, 2014
Total downloads102
Last week5
Ranking#3 in Investment Utilities
PublisherBusiness Spreadsheets
User rating

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Publisher's Description

From Business Spreadsheets
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.

Specifications

Info URLhttp://www.business-spreadsheets.com/portmon.htm
Order URLhttps://shopper.mycommerce.com/checkout/product/8612-4
Download URLhttp://www.business-spreadsheets.com/download/portmon.zip
Cost$22.00
Install supportInstall and Uninstall
LanguageEnglish
File size0.09 MB
What's new is version 3.0? Save as XLSM feature for recent versions of Excel and enhanced exporting functions.

Publisher's License Agreement (EULA)

Business Spreadsheets MAKE NO REPRESENTATIONS OR WARRANTIES OF ANY KIND, EXPRESS OR IMPLIED, AS TO THE OPERATION OF THIS SOFTWARE OR THE INFORMATION, CONTENT, MATERIALS, OR SERVICES INCLUDED WITHIN IT. YOU EXPRESSLY AGREE THAT YOUR USE OF THIS SOFTWARE IS AT YOUR SOLE RISK. TO THE FULL EXTENT PERMISSIBLE BY APPLICABLE LAW, Business Spreadsheets DISCLAIM ALL WARRANTIES, EXPRESSED OR IMPLIED. Business Spreadsheets DO NOT WARRANT THAT THIS SOFTWARE, ITS SITE, ITS SERVERS, OR E-MAIL SENT FROM ANY OF ITS AFFILIATES ARE FREE OF VIRUSES OR OTHER HARMFUL COMPONENTS. Business Spreadsheets WILL NOT BE LIABLE FOR ANY LOSSES OF ANY KIND ARISING FROM THE USE OF THIS SOFTWARE, INCLUDING, BUT NOT LIMITED TO DIRECT, INDIRECT, INCIDENTAL, PUNITIVE, AND CONSEQUENTIAL LOSSES.

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Portfolio Performance Monitoring is a developed by Business Spreadsheets. This site is not affiliated with Business Spreadsheets in any way. SafestDownloads is a platform that helps you find the software you’ve been searching for. SafestDownloads not only offers a vast catalog of thousands of free programs to choose from, but makes it easy to download them.
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