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Portfolio Monitoring for Excel Datecode 20121102









The Portfolio Performance Monitoring template enables the ongoing

monitoring and periodic valuation of a portfolio of investments. 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.



Key features of the Portfolio Performance Monitoring template

include:



- 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.





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