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Excel Portfolio Tracking

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License:
Trial version
Language:
English
OS:
  • Windows 95
  • Windows 98
  • Windows 98 SE
  • Windows ME
  • Windows 2000
  • Windows NT
  • Windows XP
  • Windows 2003
  • Windows Vista
  • Windows 7
  • Windows 8
Latest version:
3.0 08/10/12
Last month's downloads:
835
Size:
197 KB
Developer:
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Excel Portfolio Tracking is fully compatible with:

  • Windows 95
  • Windows 98
  • Windows 98 SE
  • Windows ME
  • Windows 2000
  • Windows NT
  • Windows XP
  • Windows 2003
  • Windows Vista
  • Windows 7
  • Windows 8
Excel Portfolio Tracking is also compatible with
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Available languages

  • English
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Versions of Excel Portfolio Tracking

All versions of Excel Portfolio Tracking
Version License Language O.S. Download
Excel Portfolio Tracking 3.0 08/10/12 Trial version English
  • Windows 95
  • Windows 98
  • Windows 98 SE
  • Windows ME
  • Windows 2000
  • Windows NT
  • Windows XP
  • Windows 2003
  • Windows Vista
  • Windows 7
  • Windows 8
Download
Excel Portfolio Tracking 2.1 19/09/13 Trial version English
  • Windows 95
  • Windows 98
  • Windows 98 SE
  • Windows ME
  • Windows 2000
  • Windows NT
  • Windows XP
  • Windows 2003
  • Windows Vista
  • Windows 7
  • Windows 8
Download
Excel Portfolio Tracking 2 07/01/13 Trial version English
  • Windows 95
  • Windows 98
  • Windows 98 SE
  • Windows ME
  • Windows 2000
  • Windows NT
  • Windows XP
  • Windows 2003
  • Windows Vista
  • Windows 7
  • Windows 8
Download
Excel Portfolio Tracking 2.3_ 29/09/14 Trial version English
  • Windows 95
  • Windows 98
  • Windows 98 SE
  • Windows ME
  • Windows 2000
  • Windows NT
  • Windows XP
  • Windows 2003
  • Windows Vista
  • Windows 7
  • Windows 8
Download

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Limitations

Portfolio performance tracking and periodic valuation of investment portfolios with time weighted return calculations.

The Excel 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.

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 Excel portfolio tracking template include: Ease and flexibility of product and transaction input, with embedded help prompts; Accurate handling of distributions, investments, and divestment to calculate returns. Rollover option to reset the model for a new reporting period and storage of historical transactions.

The financial investment portfolio is treated as a liquid and moving basket of investments. Transactions for buys, sells and distributions are fully accounted for in both the current valuation and performance calculations. Compatible with Excel for Windows and Excel for Mac 2011 and 2004.

Excel Portfolio Tracking is designed for individual investors as well as personal investment advisers looking to track and manage multiple client portfolios with professional and accurate reporting.

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  1. Portfolio performance tracking and periodic valuation of investsment portfolios with time weighted return calculations.

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