Portfolio Performance Monitoring v.3.0



The Portfolio Performance Monitoring template enables the ongoing monitoring and periodic valuation of a portfolio of financial investments. The model 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...
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Versions History
Version Date Released Release Notes
3.0 10.04.2015 Save as XLSM feature for recent versions of Excel and enhanced exporting functions.
2.0 01.01.2011 Compatible with Excel 2010 for Windows and Excel 2011 for Macintosh
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Portfolio Performance Monitoring
System Requirements

Portfolio Performance Monitoring requires Win98, WinOther, Win2000, WinXP, Win7 x32, Win7 x64, Windows 8, WinVista, WinVista x64, Mac Other, Mac OS X.

Portfolio Performance Monitoring v.3.0 Copyright

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