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Monday, July 1, 2013

Excel Portfolio Performance Monitoring template

  • Excel Portfolio Performance Monitoring template

    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.

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