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Portfolio Performance Monitoring 2.0

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


Last Week downloads: 0
Total downloads: 224
  • Last Updated: Jul 2, 2012
  • License: Shareware $22.00
  • OS: Windows 7/Vista/XP/2000/Mac OS X
  • Requirements: For Excel 97-2010

User reviews

4 out of 5 based on 1 ratings for Portfolio Performance Monitoring 2.0

For Portfolio Performance Monitoring 2.0Publisher's description


Portfolio Performance Monitoring is a Business software developed by Business Spreadsheets. After our trial and test, the software is proved to be official, secure and free. Here is the official description for Portfolio Performance Monitoring:

EditByBSEditor: 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 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 97-2010 for Windows and Excel 2011 or 2004 for Mac as a cross platform portfolio tracking and valuation solution.
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Please be aware that Brothersoft do not supply any crack, patches, serial numbers or keygen for Portfolio Performance Monitoring,and please consult directly with program authors for any problem with Portfolio Performance Monitoring.