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. Roll over of the model and archiving of transactions make this model ideal for monitoring your portfolio on an ongoing basis.
The key features of the Portfolio Performance Monitoring model include:
Ease and flexibility of product and transaction input, with embedded help prompts.
Accurate handling of distributions, investments and divestment to calculate returns.
Rollover option to reset the model for a new reporting period.
Storage of historical transactions.
Graphical display of historical portfolio performance snapshots.
Compatible with all versions of Excel for Windows as well as Excel for Mac 2011 and 2004 as a cross platform portfolio tracking and management solution.
User Reviews for Portfolio Performance Monitoring:
Reviewed by Nicholas on Before I found the portfolio tracking template by Business Spreadsheets, I was making many of these calculations myself which took forever. Now these are run automatically and with much more depth than before. Love this product.
Reviewed by TigerW11 on I can monitor the performance of my portfolio without having to be logged into brokerage accounts or even being connected to the internet. The ability to do this is unbelievably convenient for me. Great product.
Reviewed by PManager on A simple yet proper way to monitor portfolio performance for individual portfolios or client portfolios. The macros make it user friendly. Forget Quicken or other programs - this is the most convenient way to monitor whether you are meeting your investment goals.
Reviewed by Chuck Stephens on Portfolio performance monitoring is just what I was looking for. Very simple to use. Definitely helpful when managing multiple accounts.
Reviewed by Mindy on The Portfolio Performance Monitoring is an easy to use and useful tool for keeping track of your investment's value and general performance. I especially like that it incorporates dividends with any increase (or decrease) in principle so that you can know just how your stock or fund is doing overall. The valuation and performance pages print out nicely. I'm kind of slow when it comes to Excel and numbers so the outstanding customer support is very welcome. An added bonus is that as Business Spreadsheets refines their product to make it even more useful, you receive updates free of charge after your initial registration.
Reviewed by Dina Bou Saba on Thank you for the wonderful product. It is very supportive and it's really helping me a lot to efficiently run my clients' portfolios.
Reviewed by DK on I've been searching for a decent portfolio spreadsheet for a while now without much success. Most spreadsheets are nothing more than glorified stock performance trackers with manual buy/sell entry and not much else. I wanted something a little more advanced than that, and what Business Spreadsheets have produced here is a genuine multi-asset portfolio that includes a sensible menu of asset classes, yet is fully customisable to suit your needs. There are a couple of nice touches too, notably the Roll over function that automatically archives the prior period transactions and returns, and resets your portfolio to the current date. Very nice. The graphical displays are useful too, something that every portfolio tracker should have but most sadly lack.
If I were to make one suggestion it would be to link the transactions to auto populate current valuation. Overall though a nice product, and one that is very useful in tracking a portfolio with multiple asset classes.
Reviewed by Jason - Capital Business Development on I have been exploring this product for about a week and it is a very comprehensive solution which can easily be adapted for day trading or principal investing. Also the application presents well and is easy to print. Overall very impressed and saved me a considerable amount of time and resources.
Reviewed by Ikenga Speaks on The beauty of the product is that it allows real time evaluation of purchases and sales. Most other investment tools look at the portfolio as static so this is a big difference.
Reviewed by Pat on Wow, finally a usable product. We needed a Forex trading club tracking and monitoring solution for multiple owners in one fund. We just changed the asset classes to names of owners and enter beginning investment amounts. The roll over works like a charm and is easy to do. We do this weekly. This beats 'investment club dot com' software hands down and only costs a quarter of the price. Pat in Austin, Texas.
Reviewed by Brandon Gibson on The tool is very straightforward and clean looking. It's also fairly intuitive, though you'll definitely need to read the manual to avoid a couple of data entry errors.
I've only seen the trial version, but I understand I'll be able to modify the full version, which is good because the asset allocation graph came out a little garbled in places as I had some asset classes which had a value of zero. Also, I didn't understand the point of the top 5 and bottom 5 graphs in the trial version, though in the full version I assume I could modify that to show equities and fixed income (as an example).
Technical support (via the online forum) is very prompt in responding.
Overall, I searched through several such spreadsheets available on the Internet, and this is the tool which I have decided to buy.
Reviewed by Miomo on A must for anyone looking to invest in the stock markets. It helps you in monitoring your investments and to make some informed choices.
Reviewed by Jason on The Portfolio Monitoring template has helped me personally and also my clients. Reviewing and rebalancing financial investment portfolios in an effective way.