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Main
> Business
& Finance >
Spread Sheets
> Portfolio Tracking & Monitoring |
 The
Portfolio Performance Monitoring template enables the ongoing monitoring and
periodic valuation of a portfolio of financial investments. The model allows
the entering of investment transactions during a reporting period to
calculate performance. Furthermore, incremental investment transactions
undertaken during a period are fully accounted for in the periods
performance calculations. Roll over of the model and archiving of
transactions make this model ideal for monitoring your portfolio on an
ongoing basis.
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Key
features of Portfolio Tracking & Monitoring:
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Ease and
flexibility of product and transaction input, with embedded
help prompts.
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Accurate
handling of distributions, investments, and divestments to
calculate returns.
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Portfolio
'Rollover' option to reset the model for a new reporting
period.
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Storage of
historical transactions.
System
Requirements:
Portfolio Tracking & Monitoring screenshot:
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