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Portfolio Monitoring


Financial investment portfolio performance tracking & valuation

  
...Tracking the performance of financial asset portfolios.


 
 
The Portfolio Performance Monitoring template enables the ongoing monitoring and periodic valuation of a portfolio of investments. The template 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. Roll over of the model and archiving of transactions make this template ideal for monitoring your portfolio of financial investments on an ongoing basis.

Key features of the Portfolio Performance Monitoring template include:
  • Ease and flexibility of product and transaction input, with embedded help prompts.
  • Accurate handling of distributions, investments, and divestments to calculate returns.
  • 'Rollover' option to reset the model for a new reporting period.
  • Storage of historical transactions.
  • Asset categories and allocation weight charting.
Requirements
Windows: Excel 97-2010
Mac OS X: Excel 2004		 (US $22.00)
Secure Processing
Many financial advisors employ this template for managing multiple client portfolios. To facilitate the update of price data to multiple client portfolio files, a batch update module has been separately developed and is freely available here.

Customers who bought the Portfolio Monitoring template also bought:
Portfolio Optimization, Customer Invoice Template
Find more Excel Portfolio Performance Monitoring Solutions in the Financial Markets Section of the Excel Templates & Add-ins Directory. Sell the Portfolio Performance Monitoring template as an affiliate.
Share experiences with the Portfolio Performance Monitoring template in the Portfolio Performance Monitoring Section of the Excel Help Forums for Business.
 
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