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Portfolio Performance Tracking
User Guide for the Portfolio Performance Tracking Excel template by Business Spreadsheets |
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Home > Portfolio Performance Tracking User Guide |
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The Portfolio Performance Tracking template enables the ongoing tracking 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.
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