Portfolio Performance Monitoring: Investment Analysis

Key Features

• The Portfolio Performance Monitoring 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.

Technical Specifications

• **Publisher:** https://www.business-spreadsheets.com/portmon.htm
• **License:** Shareware
• **Operating System:** Windows 7, Windows 8, Windows 10, Windows 11
• **Last Updated:** October 15, 2025
• **Category:** Business / Spreadsheets