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Portfolio Tracking Data Entry and Calculations
Excel Help for Portfolio Tracking Data Entry And Calculations in Excel Portfolio Performance Tracking Template
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Once start and end values of investments have been entered into the Value tab, the Trans tab handles data entry for investments and distributions including sale of an investment over the reporting period. This information is then used to automatically calculate the performance in the Perf tab accounting for the timing of transactions. Detailed information for using the template and understanding the reporting can be found in the user guides. | |
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