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Excel Help for Portfolio Performance in Excel Portfolio Performance Tracking Template


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Portfolio Performance

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Confusedrussell,

when i utilize the performance tab an input the data, the net return and annual return do not calculate.

please advise.

thanks,

mark reisbord
[email protected]
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Surprised
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Please make sure that you use the Add Product button in the Value sheet to ensure that the correct forumlas are created to for each item added.
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Confused
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Russell,
when I go to add new product (as I stated earlier) and enter the new product, it does not show up on the category I place it in.  Rather it erases the previous entry.

ie., Real Estate and House Account
Crested Butte
Hamilton-Steele escrow
The Retreat at Country Club Park

When I put the 1st one in, the 2nd entry erases/replaces the 1st.

Scratching my head in Texas
ps, i sent you the spreadsheet in my previous email

Once again,
thanks,
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Oops
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It seems as through the template has become corrupted.  Please download a new version from here.
 Excel Business Forums Administrator
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