Portfolio Performance Monitoring 3.0

Please use one of the links below to download Portfolio Performance Monitoring

Download

Shareware 123 KB

Window 8 Compatible

Antivirus Information

We did not scan Portfolio Performance Monitoring for viruses, adware, spyware or other type of malware. For your own protection it's recommended to have an updated antivirus installed on your computer when downloading and installing programs from Windows10Compatible.

Windows10Compatible lists downloads from various software publishers, so if you have a question regarding a particular software contact the publisher directly. The download links for Portfolio Performance Monitoring are provided to you by Windows10Compatible without any warranties, representations or gurantees of any kind, so download at your own risk.

Publisher Description

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.

RELATED PROGRAMS

Portfolio Manager

Portfolio Manager is a personal stock portfolio management system with the aim of being a complete stock trading diary. With minimal effort and time you can keep track of which stocks you have bought and sold, along with any associated...


Tuning Portfolio

The program has been created to support the decision processes in investment management. It will be useful not only for an investor, investment advisor or an asset manager, but also for anyone who intends to enter the world of investments...

  • Demo
  • 20 Jul 2015
  • 471 KB

Portfolio Optimization

The Portfolio Optimization template identifies the optimal capital weightings for a portfolio of financial investments that gives the desired risk and return profile based on the correlation between individual investments. The design of the portfolio optimization model enables it to...


Business Valuation

This Business Valuation combines relative indicators for future performance with basic financial data (Revenue, Variable and Fixed Costs) to value the business. This valuation method can be used for business purchase, sale, or establishment. The model uniquely applies your intuitive...


Any Employee Monitoring

Any Employee Monitoring is designed for admin of enterprise to monitor and control all computers found in your company. It can be used to not only records computer activities, including screenshots, emails, IM chats, visited websites, programs launched, used files,...


Details

Keywords