Portfolio Performance Monitoring v.3.0
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Description
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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- Release Date:04/10/2015
- License:Shareware
- Category:Investment Tools
- Developer:Business Spreadsheets
- Trial length:30 Day Trial
- Downloads:1799
- Size:123 Kb
- Price: $22.00
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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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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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