Portfolio Tracking Description:
The Portfolio Tracking 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 period's performance calculations. Portfolio value over time can be tracked to monitor performance.
System Requirements: Microsoft Excel 97 or higher
Operating System Support: Win95, Win98, WinME, WinNT 3.x, WinNT 4.x, Windows2000, WinXP, Mac OS X
Tags: portfolio, tracker, tracking, monitoring, valuation