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Categories :
Business > Investment Tools
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Portfolio Performance Monitoring 1.0
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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.
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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 portfolio portfolio monitoring monitoring valuation valuation management management financial financial investments investments assets assets personal personal wealth wealth stocks stocks bonds bonds shares shares ma ma
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