|Home > Excel Business Solutions > Financial Markets > Portfolio Management > Portfolio Tracking||Share|
Excel Portfolio Tracking
Rate this solution:(2.8/5 from 43 votes)
|The Portfolio Tracking template for Excel is a personal investing workbook intended to give a simple yet powerful view of a financial portfolio (be it public or private) with context sensitive navigation to numerous destinations on the public internet. |
This Portfolio Tracking Excel template supports up to 500 different symbols, visualization of a portfolio's performance, as well as graphical depictions of a current portfolio versus a target portfolio. The template also supports the ability to view public portfolios like index constituents or industry constituents, and the powerful 'link builder' contextual linking to over 250 destination points on the web.
Track all portfolio holdings in a single excel spreadsheet template. Enter symbols, account, holdings, and cost, and let the Portfolio Tracking Template do the rest.
Key features of the Portfolio Tracking Template include:
(Updated on 2016-08-01)
Related Excel Solutions for Portfolio TrackingPortfolio Performance MonitoringPortfolio Management Portfolio OptimizationPortfolio Management Download Market DataMarket Data Access Stock MonitoringPortfolio Management Stock TrackerPortfolio Management
Latest Reviews for Excel Portfolio Tracking:
|Share your opinion with others: Create Review|
Reviewed by Raja on
This is a fine solution for tracking portfolio performance.
Browse Main Excel Solution CategoriesBusiness Finance Financial Markets Operations Management Excel Productivity