Portfolio Performance Tracking

Portfolio Performance Tracking for MAC

Free to try English Version: 3.1

4.9 (98.4%) 200 votes

Monitoring and tracking the performance of a portfolio of financial assets.

Security Status: No Threats Detected

Software description


The Portfolio Performance Tracking template for Mac 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 rest 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.

No Threats Detected
Business Spreadsheets
3.1
NA
English
Free to try
MAC
2139
Mac / OS X / OS Classic
Deskify - Play Candy Crush Saga


You may also like these other softwares

CSV2CSV
PopChar X
The Manor