Portfolio Tracking & Monitoring Features highlights include:
- Ease and flexibility of product and transaction input, with embedded help prompts.
- Accurate handling of distributions, investments, and divestments to calculate returns.
- 'Rollover' option to reset the model for a new reporting period.
- Storage of historical transactions.
- Asset categories and allocation weight charting
Portfolio Tracking & Monitoring FAQ:
- I want to optimise my portfolio weightings. How can I do
this?
If you have historical pricing or return data on the investments
in your portfolio, you can run an optimisation process which
creates a hypothetical optimal portfolio to maximise the return
to risk ratio.
- When should I "Roll Over" my portfolio model?
The model can be "rolled over" to a new reporting
period at any time. Usually this is on an annual basis; however
some users choose to report periodic portfolio performance more
frequently.
- I "Rolled Over" my portfolio, and all of my transactions
disappeared. What's going on?
When you "roll over" your portfolio, all transactions
are cleared out and appended to the History sheet in order to
record transactions for the new reporting period.
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