Bond Portfolio Spreadsheet Description
This Workbook provides a simple but powerful tool for tracking a Bond portfolio. It was created to track a muni portfolio but could be adjusted to track other types of bonds. The analytics section of the workbook includes features such as tracking of modified duration and sensitivity for each bond as well as for the portfolio overall. Excel '97 or better is required due to the use of built-in bond functions from the analysis toolpak.
Bond Portfolio Spreadsheet Screenshots
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What's New in Bond Portfolio Spreadsheet
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Bond Portfolio Spreadsheet Requirements
No additional system requirements.