Categories : Business > Investment Tools

Portfolio Performance Monitoring 1.0

Publisher Business Spreadsheets Published Date 2006-12-01 License Shareware Price 22 USD Size 103 KB. The Portfolio Performance Monitoring model enables the ongoing monitoring and periodic valuation of a portfolio of financial investments. Amount and timing of investment and divestment transactions are taken into account in performance calculations. Download Now!

Description From Publisher 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. Supported OS Win95,Win98,WinME,WinNT 3.x,WinNT 4.x,Windows2000,WinXP,Mac OS X,Mac OS X 10.4,M Related Keywords Excel  Excel  excel  portfolio  portfolio  portfolio  monitoring  monitoring  monitoring  valuation  valuation  valuation  management  management  management  financial  financial  financial  investments  investments  investments  assets  assets  assets  personal  personal  personal  wealth  wealth  wealth  stocks  stocks  stocks  bonds  bonds  bonds  shares  shares  shares  ma  ma  ma