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Portfolio Monitoring

Financial investment portfolio performance tracking & valuation

...Tracking the performance of financial asset portfolios.

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The Excel Portfolio Performance Monitoring template allows monitoring the performance a portfolio of financial investments on an ongoing basis, and providing periodic valuation. Investment transactions can be entered during the reporting period to be taken into account in calculating individual investment and overall portfolio performance. the Excel Portfolio Performance Monitoring template can be refreshed at the end of the specified reporting period to archive transactions and start a new monitoring and valuation period.

Key features of the Excel Portfolio Performance Monitoring template include:

Investment and transaction detail input is assisted with input forms, help icons and explanation of calculations.
Investment distributions, investments and divestments and their timings are accounted for accurately to calculate 'time weighted' returns.
The portfolio can be 'rolled over' for a new reporting period whereby the current values replace starting values and transaction data is saved into a history list.
Ten financial asset categories can be renamed, hidden and shown for customization purposes.
Automatic charts display portfolio weightings by asset class.
Portfolio performance can be monitored over time using snapshot charting whereby periodic portfolio value and return are plotted and displayed as trend lines.
The Excel Portfolio Performance Monitoring template is used by financial advisors to manage multiple client portfolios.


Requirements Windows: Excel 97-2010 Mac OS X: Excel 2004 or 2011	(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 Excel Portfolio Performance 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 Excel Portfolio Performance Monitoring template as an affiliate.
Share experiences with the Excel Portfolio Performance Monitoring template in the Portfolio Performance Monitoring Section of the Excel Help Forums for Business.

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