free download Portfolio Performance Monitoring 1.0 (Excel  portfolio  monitoring  valuation  management  financial  investments  assets  personal  wealth  stocks  bonds  shares  market  performance  return  transactions  money  weighted  analysis  business)

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Portfolio Performance Monitoring 1.0
Product information
Category:
Platform:
Windows 95/98/Me/NT/2000/XP
Publisher:
Price:
$22
File size:
103 Kb
Date added:
February 10, 2010
Screenshot:
Product page:
Description from the 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.


Portfolio Performance Monitoring 1.0

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