Excel Portfolio Tracking

An Effective and Reliable Investment Portfolio Performance Tracking Tool

Excel Portfolio Performance Tracking is a tool that lets you monitor and track your financial investment portfolio performance continually with periodic valuation. The investment transactions could be inputted during reporting periods. You can refresh the tracking template after a specific reporting period is over so that you can archive transactions, start a new tracking period, and reset start values. The input forms help with inputting transaction and investment information. If you do not understand certain calculations, the built-in explanations would help. You can enter in any number of transactions for each investment. There is also the facility to handle entire investment liquidation and reinvestment of dividends.