Portfolio Performance Monitoring 3.2

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.

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License Shareware
Expires 30 Days
Price $22.00
Downloads 3,783
OS Support Windows Install and Uninstall
File Name excel_portmon.zip
File Size 0.12 MB ( 123 KB )
Published Aug 11, 2003 (17 years ago)
Updated Jan 11, 2017 (3 years ago)

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Product Details

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.

Requirements: Requires Microsoft Excel 97 or higher
Release Info: Major Update on Sep 05, 2016
Release Notes: Compatible with Microsoft Excel 2016 for Windows and Mac
Related Tags: Excel portfolio monitoring valuation management

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