Portfolio Tracking & Monitoring

Portfolio Tracking & Monitoring Introduction:

The template 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 template ideal for monitoring your portfolio of financial investments on an ongoing basis.

Portfolio Tracking & Monitoring Features:

  • Ease and flexibility of product and transaction input, with embedded help prompts.
  • Accurate handling of distributions, investments, and divestments to calculate returns.
  • 'Rollover' option to reset the model for a new reporting period.
  • Storage of historical transactions.
  • Asset categories and allocation weight charting.

Customers who bought the Portfolio Monitoring template also bought:

  • Portfolio Optimization
  • Customer Invoice Template
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