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Portfolio Performance Monitoring

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Portfolio Performance Monitoring Editor's Review

As you deal with your portfolio, there are different types of factors that have a consequence on its presentation. The financial system can go down or go up and the overall value of your saving can fall or rise. Possibly you are invested in overseas currency and that particular money is moving such as a rollercoaster. Anything the case can be, you have to check the exact performance of your existing portfolio at every times thus that you can respond if something occurs. Checking the general economy is compound and reaching the intimate conclusion that you can execute can be very tough. On the other hand, there is ample of information are available for your portfolio and for you and your ability in this particular area will boost as time moves on so do not allow the difficulty of financial analysis keep you from using it! Apart from checking the economy, you would even wish to check the companies in which you want to invest or invested. Sorry to say there is not automatically a clearance information house on every industry, thus you must be a small ingenious on your personal in order to collect the information of industry. In case you actually have a preference to stick with only some important industries, as a few investors perform in a routine, you can think about subscribing to any particular industry trade journal to assist you understands that business a slight more. A few industries have their individual association and you can be capable to connect as a member of associate. From time to time it is only a matter of searching the main players in the particular industry and observing what they perform and accordingly you can modify your portfolio.

The template of Portfolio Performance Monitoring allows the ongoing inspection and episodic valuation of the portfolio of monetary investments. The perfect and helpful model allows the entering of saving transactions throughout the period of reporting to compute the overall performance. Incremental transactions of the investment together with distributions, withdraw and reinvestment undertaken throughout a particular period are accounted for in presentation calculations beneath the method of time biased return for the period of reporting. The portfolio of investment can be rolled more than whereby different type of transactions are properly archived as well as reset values to be all set for the new period of reporting. Portfolio snapshots values by the category of asset and it can be made at any particular time to follow the performance of portfolio over the period of time. The effective template of Portfolio Performance Monitoring is carefully designed for flexibility and ease of particular product and input transaction with entrenched help prompts. The system of tracking portfolio perfectly and accurately manages of investments, distributions and divestments to compute returns. The template of the Portfolio Performance Monitoring is fully compatible with the different versions of the Excel for Windows operating system and different versions of the Excel for Mac operating system as a cross policy tracking the portfolio and solution of the valuation.

Rating: 4/5

Portfolio Performance Monitoring Publisher's 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 method for the reporting period. The investment portfolio can be rolled over whereby transactions are archived and values reset to be ready for a new reporting period. Snapshots of portfolio values by asset category can be made at any time to track the portfolio performance over time. The Portfolio Performance Monitoring template is designed for ease and flexibility of product and transaction input with embedded help prompts. The portfolio tracking accurately handles of distributions, investments and divestments to calculate returns. The Portfolio Performance Monitoring template is compatible with Excel 97-2013 for Windows and Excel 2011 or 2004 for Mac as a cross platform portfolio tracking and valuation solution.

Free download from Shareware Connection - The Portfolio Performance Monitoring template enables the ongoing monitoring and periodic valuation for portfolios of financial investments. Amount and timing of investment and divestment transactions are accounted for in performance calculations.

Publisher: Business Spreadsheets | License: Shareware | Price: 22.00
Version: 3.0 | Size: 123 KB | Platform: Win98,WinOther,Win2000,WinXP,Win7 x32,Win7 x64,Windows 8,WinVista,WinVista x64,Mac Other,Mac OS X
Released Date: 10-04-2015 | Rating: 5 | Title: Portfolio Performance Monitoring

Author Url: http://www.business-spreadsheets.com/
Program Info Url: http://www.business-spreadsheets.com/portmon.htm
Download Url: http://www.business-spreadsheets.com/download/excel_portmon.zip
Screenshot Url: http://regnow.img.digitalriver.com/vendor/8612/portmon.jpg

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