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Portfolio Performance Monitoring 1.0 Icon  Portfolio Performance Monitoring 1.0

"portfolio performance monitoring template"

 
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Downloads: Total: 24  |  Last 7 days: 1
Publisher: Business Spreadsheets  |  View 7 other products
OS: Windows 95/98/ME/NT/XP/2000  
Also available for: Mac  
Release Status: New Release 
Install Support: Install and Uninstall 
License: Shareware | $22.00 to buy
Size: 104 KB
Release Date: 12/1/2006
Date Added: 5/17/2007
Last Update: 5/1/2008
 
Portfolio Performance Monitoring Publisher's Description
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 this model ideal for monitoring your portfolio on an ongoing basis. The key features of the Portfolio Performance Monitoring model include: Ease and flexibility of product and transaction input, with embedded help prompts; Accurate handling of distributions, investments, and divestments to calculate returns. 'Rollover' option to reset the model for a new reporting period; and Storage of historical transactions. Now, go ahead and free download Portfolio Performance Monitoring.
System Requirements
Requires Microsoft Excel 97 or higher
Related Tags
excel , portfolio , monitoring , valuation , management , financial , investments , assets , personal , wealth , stocks , bonds , shares , market , performance , return , transactions , money , weighted , analysis , business , portfolio performance monitoring , business , investment tools
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