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Portfolio Performance Monitoring 1.0

 
You are here: Home > Business & Finance > Applications > Portfolio Performance Monitoring
 
Publisher: Business Spreadsheets
Release Date: 2005-01-01
File Size: 117 KB
OS: Win95, Win98, WinME, WinNT 3.x, WinNT 4.x, Windows2000, WinXP
License: Shareware
Editor's rating:
Price: 22 USD [Buy now]
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Portfolio Performance Monitoring description
Portfolio Performance Monitoring - Click to enlarge screenshot
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.
 
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Portfolio Performance Monitoring 1.0

RELATED TAGS
Excel, portfolio, monitoring, valuation, management, financial, investments, assets, personal, wealth, stocks, bonds, shares
 
 
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