Portfolio Performance Monitoring 2.2
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.
Download alternate Portfolio Performance Monitoring solution
Look at the free or trial alternatives and similar apps to Portfolio Performance Monitoring software by the tags. It's possible also to find substitutes for the most popular titles in the Business & Management category.
| Weighted | Wealth | Valuation | Transactions | Stocks | Shares | Return | Portfolio | Personal | Performance | Monitoring | Money | Market | Management | Investments | Financial | Excel | Business | Bonds | Assets | Analysis |
History updates (Complete changelogs since the listing on this site)
Other versions : 2.1 2.0 1.0
Performance and cross platform compatibility enhancements.
Compatible with Excel 2010 for Windows and Excel 2011 for Macintosh
Predicted future versions and notices:
The doDownload.com constantly monitors the update of all programs, including information from the Portfolio Performance Monitoring 2.2 changelog file, however sometimes it can happen that data are not complete or are outdated.We assume that author continue's to develop 2.3 version with further advanced features, and soon you will be informed. Equally important 3.0 upgrades of the program we will continue to monitor. Full Portfolio Performance Monitoring description has been compared with the overall software database and our algorithm has found the following applications (are showed below).
Online shop for buying.
(0.11MB, Extension: ZIP)