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Portfolio Tracking and Valuation 2.0

file size: 112.39 KB

The Portfolio Tracking and Valuation model enables the ongoing tracking and periodic valuation of a portfolio of financial investments.

License
Shareware
Cost
$22.00
Trial Period:
30 Days
OS:
7 / 98 / NT / 2k / Me / XP / 95 / 2003 / Vista / 2008 Server
Popularity:
22%

The application allows the entering of investment transactions during a reporting period to calculate performance. The portfolio performance and value can be tracked over time and transactions rolled over for new reporting periods. This solution runs on all versions of Excel which support VBA including Excel 2004 and 2011 for Mac.