Portfolio Performance Monitoring template is a software application that enables you to monitor and evaluate financial investment portfolios periodically, considering the investment and divestment transactions' amounts and timing, all while calculating performance.
The Portfolio Performance Monitoring template is a versatile financial tool that allows you to monitor and value your investment portfolio on an ongoing basis. With this model, you can enter investment transactions during a reporting period and calculate your portfolio's performance.
The template accommodates incremental investment transactions, such as withdrawals, reinvestments, and distributions made during a reporting period, by accounting for them in performance calculations under the time-weighted return method. Additionally, users can rollover their investment portfolio, archiving transactions and resetting values to prepare for a new reporting period.
You can make snapshots of portfolio values by asset category at any time to track your portfolio's performance over time. The Portfolio Performance Monitoring template is designed for ease and flexibility of product and transaction input and includes embedded help prompts for assistance.
This template can accurately handle distributions, investments, and divestments to calculate returns. Furthermore, the Portfolio Performance Monitoring template is compatible with Excel 97-2013 for Windows and Excel 2011 or 2004 for Mac, making it a cross-platform portfolio tracking and valuation solution. Overall, this software is an essential tool for managing multi-investment portfolios with ease and efficiency.
The template accommodates incremental investment transactions, such as withdrawals, reinvestments, and distributions made during a reporting period, by accounting for them in performance calculations under the time-weighted return method. Additionally, users can rollover their investment portfolio, archiving transactions and resetting values to prepare for a new reporting period.
You can make snapshots of portfolio values by asset category at any time to track your portfolio's performance over time. The Portfolio Performance Monitoring template is designed for ease and flexibility of product and transaction input and includes embedded help prompts for assistance.
This template can accurately handle distributions, investments, and divestments to calculate returns. Furthermore, the Portfolio Performance Monitoring template is compatible with Excel 97-2013 for Windows and Excel 2011 or 2004 for Mac, making it a cross-platform portfolio tracking and valuation solution. Overall, this software is an essential tool for managing multi-investment portfolios with ease and efficiency.
What's New
Version 3.2: Compatible with Microsoft Excel 2016 for Windows and Mac