Portfolio Tracking & Monitoring

Portfolio Tracking & Monitoring

The Portfolio Performance Monitoring template enables the ongoing...

The Portfolio Performance Monitoring template enables the ongoing monitoring and periodic valuation of a portfolio of financial investments. The model 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 periods performance calculations. Roll over of the model and archiving of transactions make this model ideal for monitoring your portfolio on an ongoing basis.

The key features of the Portfolio Monitoring template include:- Ease and flexibility of product and transaction input, with embedded help prompts.

- Accurate handling of distributions, investments, and divestment to calculate returns. - Portfolio Rollover option to reset the model for a new reporting period.

Portfolio Tracking & Monitoring

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Portfolio Tracking & Monitoring