Portfolio Performance Monitoring now FREE. Download newest version 3.2

Portfolio Performance Monitoring 3.2

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Size: 123 KB License: Shareware

Portfolio Performance Monitoring is a Business::Investment Tools software developed by Business Spreadsheets. After our trial and test, the software was found to be official, secure and free. Here is the official description for Portfolio Performance Monitoring: 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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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. you can download Portfolio Performance Monitoring 3.2 free now.


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What's New in Portfolio Performance Monitoring 3.2 [see older]

Compatible with Microsoft Excel 2016 for Windows and Mac

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Platforms: Win2000,WinXP,Win7 x32,Win7 x64,Windows 8,Windows 10,WinServer,WinOther,WinVista,WinVista x64
Publisher: About Business Spreadsheets | Business Spreadsheets titles | Visit Business Spreadsheets | Country: France
Downloads: 0 last month, 12 total
Last updated: More than a year ago ()
Requirements: Requires Microsoft Excel 97 or higher
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