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Portfolio Performance Monitoring 1.0
"portfolio performance monitoring template"
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Portfolio Performance Monitoring 1.0
The Portfolio Performance Monitoring model 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 ... [read more]