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...
- Interface design enhancements
- Compatibility enhancements with versions of Excel for Mac
- OS X 10.5 or later.
- Excel 2004 or Excel 2011.