Excel Portfolio Tracking

Excel Portfolio Tracking

for Windows

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  • Uninstall Instruction

Excel Portfolio Tracking Review

The Excel Portfolio Tracking 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.

Roll over of the model and archiving of transactions make this model ideal for monitoring your portfolio on an ongoing basis. The key features of the Excel portfolio tracking template include: Ease and flexibility of product and transaction input, with embedded help prompts; Accurate handling of distributions, investments, and divestment to calculate returns. Rollover option to reset the model for a new reporting period and storage of historical transactions.

The financial investment portfolio is treated as a liquid and moving basket of investments. Transactions for buys, sells and distributions are fully accounted for in both the current valuation and performance calculations. Compatible with Excel for Windows and Excel for Mac 2011 and 2004.

Disclaimer

Excel Portfolio Tracking is a product developed by Business Spreadsheets. This site is not directly affiliated with Business Spreadsheets. All trademarks, registered trademarks, product names and company names or logos mentioned herein are the property of their respective owners.

How to uninstall Excel Portfolio Tracking?


How do I uninstall Excel Portfolio Tracking in Windows 10 / Windows 7 / Windows 8?

  • Click "Start"
  • Click on "Control Panel"
  • Under Programs click the Uninstall a Program link.
  • Select "Excel Portfolio Tracking" and right click, then select Uninstall/Change.
  • Click "Yes" to confirm the uninstallation.

  • How do I uninstall Excel Portfolio Tracking in Windows 10?

  • Click "Start"
  • Click on "Control Panel"
  • Click the Add or Remove Programs icon.
  • Click on "Excel Portfolio Tracking", then click "Remove/Uninstall."
  • Click "Yes" to confirm the uninstallation.

  • How do I uninstall Excel Portfolio Tracking in Windows 95, 98, Me, NT, 2000?

  • Click "Start"
  • Click on "Control Panel"
  • Double-click the "Add/Remove Programs" icon.
  • Select "Excel Portfolio Tracking" and right click, then select Uninstall/Change.
  • Click "Yes" to confirm the uninstallation.

  • More info

    • Last Updated: 2021-06-18
    • Developer: Business Spreadsheets
    • File size: 34K
    • Downloads: 391 472
    • Operating system: Windows 10, Windows 8/8.1, Windows 7, Windows Vista