Managing Portfolio Products

Help for managing portfolio products in the portfolio performance tracking template for Excel

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Business Spreadsheets User Guides: Project Planning and Management Multiple Regression Analysis and Forecasting Investment and Business Valuation Real Options Valuation Portfolio Optimization Portfolio Performance Tracking Customer Invoicing
Portfolio Performance Tracking Help Topics: Understanding the Model Structure Managing Portfolio Products Entering Transactions Executing Reports Understanding the Reports

Adding New Products

Click on the 'Add New Product' button in the 'Value' sheet.
Choose which category the new product should go into and specify a name in the form that is displayed.
Enter the details of the new product into the 'Value' sheet. Make sure the details are entered in the cells on the newly created row. The program automatically inserts and names cells for formula calculation in subsequent worksheetsfor the newly created investment.

Deleting Existing Products

Click on the 'Remove Product' button in the 'Value' sheet.
Choose which category the existing product resides from drop down menu in the form that is displayed.
Choose the product from the second drop down menu in the form. A dialogue box will confirm your selection before the product is completely removed from the portfolio.

Screenshot: Managing Portfolio Products