Portfolio Tracking & Monitoring

Business & Finance > Spreadsheets
Name: Portfolio Tracking & Monitoring
Status: Free to try, available for download
Version: 1.0
Platform: Windows 95/98/NT/2000
Size: 90 KB
Author: Excel Business Tools
Published: Feb 07, 2004
Statistics: Portfolio Tracking & Monitoring
E-mail: See inside the software
Home Page: Excel Business Tools
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Description of Portfolio Tracking & Monitoring program from Softdepia.com:

The Portfolio 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 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.

Portfolio Tracking & Monitoring is a "Free to try" program. You can download and try it for an evaluation period.


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