Portfolio Performance Monitoring
User Guide for the Portfolio Performance Monitoring Excel template by Business Spreadsheets
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| Home > Portfolio Performance Monitoring User Guide |
| User Guide Navigation: Business Spreadsheets User Guides: Project Planning and Management | Multiple Regression Analysis and Forecasting | Investment and Business Valuation | Real Option Valuation | Portfolio Optimization | Portfolio Performance Monitoring | Customer Invoicing Portfolio Performance Monitoring Help Topics: Understanding the Model Structure | Managing Portfolio Products | Entering Transactions | Executing Reports | Understanding the Reports |
The Portfolio Performance Monitoring model 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 period’s performance calculations by utilizing the 'Money Weighted Return'. Roll over of the model and archiving of transactions make the model suitable for monitoring and tracking a portfolio on an ongoing basis.
Additional support resources: Download | Video | Forum | FAQ
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