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Portfolio Performance Monitoring 3.0

Track and manage financial investment portfolios in Excel

 

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Portfolio Performance Monitoring 3.0 facilities

Vendor
5 Rue Des Benedictins
35500 Vitre
France
Vendor`s Webhttp://www.business-spreadsheets.com
Business Spreadsheets webshot
OSWindows 98, Windows 2000, Windows XP, Windows Vista, Windows 7, Windows 8, Mac OS, 64-bit (x86_64)
LimitationsNo limitations : Install and Uninstall
Actualizedmore than year ago
Downloads998
LocalizedEnglish
LicenseFree to try
SnapshotPortfolio Performance Monitoring snapshot
Snapshot of Portfolio Performance Monitoring

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Portfolio Performance Monitoring manufacturer description

The Portfolio Performance Monitoring 3.0 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 Investment tools 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.
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Free download Portfolio Performance Monitoring 3.0
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Portfolio Performance Monitoring video tutorials

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Portfolio Performance Monitoring categories

bonds, valuation, Excel, stocks, personal, analysis, money, portfolio, financial, transactions, shares, business, weighted, investments, market, performance, management, assets, monitoring, return, wealth

What is new in 3.0 changeinfo log

Save as XLSM feature for recent versions of Excel and enhanced exporting functions.

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Smarter Choice award means that the price for the value and functions of Portfolio Performance Monitoring product is rational. Don't pay more than is necessary for the other software. This price is good.
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DownloadAtlas.com guarantees that Portfolio Performance Monitoring was tested by antivirus program and is absolutely clean, which means it does not contain any form of malware, including computer viruses, adware, trojans, spyware, rootkits, badware and other malicious and unwanted software.
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portmon.zip - CLEAN
portmon.zip » ZIP » Portfolio_Monitoring.xls - CLEAN
portmon.zip » ZIP » readme.txt - CLEAN
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Portfolio Performance Monitoring permissions

You are able to make multiple copies of this model on the same computer. It is recommended to make a copy of the model before use so that an original 'clean' copy is accessible without the need to download a new one. Site licenses are available on purchase so that the model can be registered for an unlimited number of users within the same organization.

End user agreement for Portfolio Performance Monitoring

Business Spreadsheets MAKE NO REPRESENTATIONS OR WARRANTIES OF ANY KIND, EXPRESS OR IMPLIED, AS TO THE OPERATION OF THIS SOFTWARE OR THE INFORMATION, CONTENT, MATERIALS, OR SERVICES INCLUDED WITHIN IT. YOU EXPRESSLY AGREE THAT YOUR USE OF THIS SOFTWARE IS AT YOUR SOLE RISK. TO THE FULL EXTENT PERMISSIBLE BY APPLICABLE LAW, Business Spreadsheets DISCLAIM ALL WARRANTIES, EXPRESSED OR IMPLIED. Business Spreadsheets DO NOT WARRANT THAT THIS SOFTWARE, ITS SITE, ITS SERVERS, OR E-MAIL SENT FROM ANY OF ITS AFFILIATES ARE FREE OF VIRUSES OR OTHER HARMFUL COMPONENTS. Business Spreadsheets WILL NOT BE LIABLE FOR ANY LOSSES OF ANY KIND ARISING FROM THE USE OF THIS SOFTWARE, INCLUDING, BUT NOT LIMITED TO DIRECT, INDIRECT, INCIDENTAL, PUNITIVE, AND CONSEQUENTIAL LOSSES.