The Excel Portfolio Performance Monitoring template allows monitoring the performance a portfolio of financial investments on an ongoing basis, and providing periodic valuation. Investment transactions can be entered during the reporting period to be taken into account in calculating individual investment and overall portfolio performance. the Excel Portfolio Performance Monitoring template can be refreshed at the end of the specified reporting period to archive transactions and start a new monitoring and valuation period.

Key features of the Excel Portfolio Performance Monitoring template include:
* Investment and transaction detail input is assisted with input forms, help icons and explanation of calculations.
* Investment distributions, investments and divestments and their timings are accounted for accurately to calculate 'time weighted' returns.
* The portfolio can be 'rolled over' for a new reporting period whereby the current values replace starting values and transaction data is saved into a history list.
* Ten financial asset categories can be renamed, hidden and shown for customization purposes.
* Automatic charts display portfolio weightings by asset class.
* The Excel Portfolio Performance Monitoring template is used by financial advisors to manage multiple client portfolios.

Portfolio Performance Monitoring is designed for:
Mac OS X,Win7 x32,Win7 x64,WinVista,WinVista x64,Win2000,WinXP,Win98,

Portfolio Performance Monitoring has the following requirements :

Requires Microsoft Excel 97 or higher

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