Portfolio Tracking & Monitoring
Code : 8612-4
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Description : The Excel Portfolio Performance Monitoring template enables the ongoing monitoring and periodic valuation of a portfolio of financial investment assets. Investment asset categories can be configured and chosen to be hidden or shown to monitor and value the portfolio by asset category.
The portfolio tracking enables the entering of investment transactions during a reporting period to calculate performance. Incremental investment transactions including withdraw, reinvestment and distributions undertaken during a period are accounted for in performance calculations under the time weighted return method for the portfolio reporting period.
The investment portfolio can be rolled over whereby transactions are archived and values reset to be ready for a new reporting period. Snapshots of portfolio values by asset category can be made at any time to track the portfolio performance trend and overall valuation over time.
The Portfolio Performance Monitoring template is designed for ease and flexibility of product and transaction input with embedded help prompts providing detailed explanatory information. The portfolio tracking accurately handles of distributions, investments and divestments including reinvestment of dividends to calculate period returns for the portfolio.
The Portfolio Performance Monitoring template is compatible with Excel 97-2013 for Windows and Excel 2011 or 2004 for Mac as a cross platform portfolio tracking and valuation solution.
The portfolio tracking enables the entering of investment transactions during a reporting period to calculate performance. Incremental investment transactions including withdraw, reinvestment and distributions undertaken during a period are accounted for in performance calculations under the time weighted return method for the portfolio reporting period.
The investment portfolio can be rolled over whereby transactions are archived and values reset to be ready for a new reporting period. Snapshots of portfolio values by asset category can be made at any time to track the portfolio performance trend and overall valuation over time.
The Portfolio Performance Monitoring template is designed for ease and flexibility of product and transaction input with embedded help prompts providing detailed explanatory information. The portfolio tracking accurately handles of distributions, investments and divestments including reinvestment of dividends to calculate period returns for the portfolio.
The Portfolio Performance Monitoring template is compatible with Excel 97-2013 for Windows and Excel 2011 or 2004 for Mac as a cross platform portfolio tracking and valuation solution.
Feature
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Keyword
portfolio, management, performance, valuation, excel, monitroing, tracking, transactions, recording, return, reporting, stocks, financial, markets
Related Seller
Rediff.com - India's leading portal which covers India news, Hindi Movies, Photos, Videos, Live Cricket Score, Stock updates from BSE and NSE, Bollywood news, Online ,Best Portfolio Manager, Best Portfolio Manager in India Thanks for a complete and compact Portfolio manager. It's very user friendly & all functions required in a ,Optimize your portfolio in seconds. SigFig free personal finance software: Find out with the NEW Portfolio Tracker. All your investments in one place,Portfolio Tracking Tools to Help You Stay in Control. By Kara Stefan. Most of the time, the greater the risk you assume with your investments ,Portfolio Impact. Calculators. Watchlist (Portfolio Tracker) Overview. Social Media. Mobile & Wireless. Web. Enterprise Tech. TV, Games & Movies. Apple. Tech Deals.,These are the publicly-traded U.S. stocks owned by Warren Buffett's holding company Berkshire Hathaway, as reported to the Securities and Exchange Commission in ,SmartMoney's Portfolio Tracker provides all the features necessary to help users track their investments on the Web. With an array of new features and tools, the ,Click here to Track and Analyse Online Stocks and Mutual Funds systematically with Equitymaster's Portfolio Tracker,Portfolio Tracker Set-up multiple position-based portfolios to track the value of investments. Unlike other investment tracking software and services, Portfolio ,NASDAQ Community Login Go. Our free NASDAQ Community login allows users an easy, flexible and secure method of entering and tracking their favorite stocks on NASDAQ.com.
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