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Portfolio Performance Monitoring 1.0
"portfolio performance monitoring template"
| Publisher: | Business Spreadsheets |
| Website: | http://www.business-spreadsheets.com/ |
| Support: |
Other 7 products from Business Spreadsheets:
Bond Yield to Maturity and payment calculator for Excel and OpenOffice Calc.
A customer invoice management system with order tracking and sales reporting.
Evaluating a wide range of investment proposal and business valuation scenarios
Determining optimal weightings for a portfolio of financial assets or businesses
Complete project management solution for planning and managing any project
Valuing the strategic options embedded in your business project proposal
Producing statistically sound value driver identification for forecasting data
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]