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Top community discussions about Portfolio Tracking

  • Is there a better alternative to Portfolio Tracking?

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  • Is Portfolio Tracking really the best app in Spreadsheets category?

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  • Will Portfolio Tracking work good on macOS 10.13.4?

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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
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What's New in Portfolio Tracking

Version 3.0:
  • Enhanced exporting functionality
  • Conversion to XLSM for current and future version of Excel for Mac
  • Tested for Yosemite compatibility

Requirements for Portfolio Tracking

  • OS X 10.5 or later.
  • Excel 2004 or Excel 2011.
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Portfolio Tracking User Discussion

Ratings
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Current Version (3.x)
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Details
Downloads 2,760
Version Downloads 355
License Shareware
Date 02 Nov 2014
Platform Intel 64 / OS X / PPC 32 / Intel 32 / PPC 64
Price $22.00
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