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Excel Help for Portfolio Performance in Excel Portfolio Performance Tracking Template


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Portfolio Performance

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Confusedrussell,

when i utilize the performance tab an input the data, the net return and annual return do not calculate.

please advise.

thanks,

mark reisbord
[email protected]
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Surprised
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Please make sure that you use the Add Product button in the Value sheet to ensure that the correct forumlas are created to for each item added.
 Excel Business Forums Administrator
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Confused
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Russell,
when I go to add new product (as I stated earlier) and enter the new product, it does not show up on the category I place it in.  Rather it erases the previous entry.

ie., Real Estate and House Account
Crested Butte
Hamilton-Steele escrow
The Retreat at Country Club Park

When I put the 1st one in, the 2nd entry erases/replaces the 1st.

Scratching my head in Texas
ps, i sent you the spreadsheet in my previous email

Once again,
thanks,
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Oops
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It seems as through the template has become corrupted.  Please download a new version from here.
 Excel Business Forums Administrator
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