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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. Roll over of the model and archiving of transactions make this model ideal for monitoring a financial investment portfolio on an ongoing basis. Incremental investment transactions including withdraw, reinvestment and distributions undertaken during a more...

What's New

Version 3.0:

  • Enhanced exporting functionality
  • Conversion to XLSM for current and future version of Excel for Mac
  • Tested for Yosemite compatibility

Requirements

  • OS X 10.5 or later.
  • Excel 2004 or Excel 2011.

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Details

Downloads 2,445
Version Downloads 40
License Shareware
Date 02 Nov 2014
Platform Intel 64 / OS X / PPC 32 / Intel 32 / PPC 64
Price $22.00
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