Portfolio Performance Monitoring 1.0

About Portfolio Performance Monitoring

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.

More Description from Publisher:

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.


Portfolio Performance Monitoring

System Requirements

    Requires Microsoft Excel 97 or higher

  Download Details
Company:Business Spreadsheets
Version:1.0
Post Date:12/22/2009 1:30:01 AM
License:Shareware
File Size:0.10 MB
Downloads:835
Download ID:10435
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