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Description language 1Description language 2Description language 3Description language 4
PlatformLicenseASP member
ClassSpecificCategory
NamePublisher/developer
KeywordsDescription
      
Portfolio Performance Monitoring 3.2
Company: Business Spreadsheets
Country: France, Ille-et-Vilaine, Vitre
ASP member: Yes
Company Web site: https://www.business-spreadsheets.com/
Site of program: http://www.business-spreadsheets.com
Application info: https://www.business-spreadsheets.com/portmon.htm
Video: https://www.youtube.com/watch?v=poAgAFwVh2Q

Author: Business Spreadsheets

Sales email: contact@business-spreadsheets.com
Support email: contact@business-spreadsheets.com

License type: Shareware
Class: Business::Investment Tools
Specific: Business
Categories: Business & Finance :: Stocks & Portfolios, Business & Finance :: Spreadsheets, Business & Finance :: Finance Tools, Business & Finance :: Accounting Tools, Business & Finance :: Misc. Business
Platform: Windows
OS: Win2000, WinXP, Win7 x32, Win7 x64, Windows 8, Windows 10, WinServer, WinOther, WinVista, WinVista x64
System requirements: Requires Microsoft Excel 97 or higher
Language: English
Limitations: No limitations

              
Keywords: Excel, portfolio, monitoring, valuation, management, financial, investments, assets, personal, wealth, stocks, bonds, shares, market, performance, return, transactions, money, weighted, analysis, business

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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0.12 MB

~22.00$
~20.36€
DateVersionStatusRelease history
05 Sep 20163.2Major UpdateCompatible with Microsoft Excel 2016 for Windows and Mac
Distribution permissions: You are able to make multiple copies of this model on the same computer. It is recommended to make a copy of the model before use so that an original 'clean' copy is accessible without the need to download a new one. Site licenses are available on purchase so that the model can be registered for an unlimited number of users within the same organization.

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