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Portfolio Performance Tracking

User Guide for the Portfolio Performance Tracking Excel template by Business Spreadsheets

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Portfolio Performance Tracking Help Topics: Understanding the Model Structure Managing Portfolio Products Entering Transactions Executing Reports Understanding the Reports

The Portfolio Performance Tracking template enables the ongoing tracking 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 by utilizing the 'Money Weighted Return'. Roll over of the model and archiving of transactions make the model suitable for monitoring and tracking a portfolio on an ongoing basis.


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