Financial investment portfolio performance tracking & valuation

...Tracking the performance of financial asset portfolios.

Portfolio Performance Monitoring Template by Business Spreadsheets

The Portfolio Performance Monitoring template enables the ongoing monitoring and periodic valuation of a portfolio of investments. The template allows the entering of investment transactions during a reporting period to calculate performance. Furthermore, incremental investment transactions undertaken during a period are fully accounted for in the period's performance calculations. Roll over of the model and archiving of transactions make this template ideal for monitoring your portfolio of financial investments on an ongoing basis.
[Portfolio Monitoring and Valuation Screen Shot]

Key features of the Portfolio Performance Monitoring template include:

Ease and flexibility of product and transaction input, with embedded help prompts.
Accurate handling of distributions, investments, and divestments to calculate returns.
'Rollover' option to reset the model for a new reporting period.
Storage of historical transactions.
Asset categories and allocation weight charting.


Requirements Windows: Excel 97-07 Mac OSX: Excel 2004	(US $22.00) Secure Processing	(requires Acrobat)

Many financial advisors employ this template for managing multiple client portfolios. To facilitate the update of price data to multiple client portfolio files, a batch update module has been separately developed and is freely available here.

Customers who bought the Portfolio Monitoring template also bought:

Find more Excel Portfolio Performance Monitoring Solutions in the Financial Markets Section of the Excel Add-ins & Templates Directory.	Sell the Portfolio Performance Monitoring template as an affiliate.
Share experiences with the Portfolio Performance Monitoring template in the Portfolio Performance Monitoring Section of the Excel Help Forums for Business.

Recommended Portfolio Monitoring References
	Comprehensive Guide to Portfolio Selection, Monitoring and Optimization by Frank, J. Travers
	Efficient Asset Management: A Practical Guide to Stock Portfolio Performance Monitoring
	Market Models: A Guide to Financial Data Analysis by Carol Alexander
More Portfolio Monitoring References

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