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
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.
Monday, July 1, 2013
- Excel Investment and Business Valuation template
- Excel Real Options Valuation template
- Excel Multiple Regression Analysis and Forecasting...
- Excel Portfolio Performance Monitoring template
- Excel Portfolio Optimization template
- Excel Project Management template
- Excel Invoice Template
- Business Spreadsheets - Excel Templates for Busine...
- ▼ July (8)