Portfolio Performance Monitoring download

Portfolio Performance Monitoring 1.0

Date Added: Dec 17,2003
Last Update: Feb 12,2007
Price: USD 22 [buy it now]
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Platform : Win98/ME/NT3.x/NT4.x/2K/XP
Publisher: Excel Business Tools
ScreenShot: Portfolio Performance Monitoring
File Size: 96 KB [Free download]
Technical Support: Click for technical support

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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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