Portfolio Performance Monitoring

Portfolio Performance Monitoring 2.0

Portfolio Performance Monitoring 2.0 Image
Category: Business / Investment Tools
Publisher / Version: Business Spreadsheets / 2.0
Added / Released: 15 Feb 2011 / 01 Jan 2011
License / Cost: Shareware / 22.00$
File Size / Downloads: 97.7 KB / 86
Operating Systems: Mac OSX, 2000, 98, Vista, XP, Win7 x32,Win7 x64
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.

Requirements: Requires Microsoft Excel 97 or higher

Download | Order | Broken Link Report | More Info

Support Languages: English
Install Support: Install and Uninstall

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Analysis, Bonds, Business, Business Case Analysis, Business Financial Software, Content Management Market, Content Management Market Size, Excel Data Analysis, Financial Management System, Market, Money, Money Management Software, Performance, Personal Time Management Software, Return, Return On Net Assets, Shares, Small Business Financial Ma..., Transactions, Weighted

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