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Portfolio Performance Monitoring is a simple to use tool that enables you to keep track of the performance of a financial assets portfolio. The model enables the entering of investment transactions during a reporting period to calculate performance. Incremental investment transactions including withdraw, reinvestment and distributions undertaken during a period are accounted for in performance calculations under the time weighted return method for the reporting period. The investment portfolio can be rolled over whereby transactions are archived and values reset to be ready for a new reporting period. Snapshots of portfolio values by asset category can be made at any time to track the portfolio performance over time. Main features: The input for investment and transaction information is assisted with input forms, help icons and explanations of calculations. Investment distributions, acquisitions and divestments and their dates are accounted for accurate security, asset category and portfolio performance calculations under time weighted return methodology. An unlimited number of transactions can be entered for each investment with the ability to handle reinvestment of dividends and entire investment liquidation during the period. The portfolio can be rolled over for a new reporting period whereby the current values replace starting values and transaction data archived into a separate transaction history list. Monitored portfolios can accommodate up to ten financial asset categories which can be renamed and hidden or shown for customization and display purposes. Automatic charts present current portfolio weightings by asset class. Portfolio performance can be tracked and visualized over time using snapshot charting whereby periodic portfolio value and return are plotted and displayed as trend lines. The Excel portfolio performance tracking and valuation template is trusted and used by many financial advisers to manage investment portfolios for multiple clients.

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