Portfolio Performance Monitoring Download. Monitoring and tracking the performance of a portfolio of financial assets

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Portfolio Performance Monitoring Info

	Portfolio Performance Monitoring 1.0
Monitoring and tracking the performance of a portfolio of financial assets

License	Shareware	Date Added	01/20/2001
Price	USD $22.00	Category	Business & Productivity / Spreadsheets
Download Size	117 KB	Author	Excel Business Tools

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.

Operating Systems: Windows 95, Windows 98, Windows Me, Windows NT, Windows 2000, Windows XP

Language: English

Short Tags of Portfolio Performance Monitoring

Analysis	Assets	Bonds	Business
Excel	Financial	Investments	Management
Market	Money	Monitoring	Performance
Personal	Portfolio	Return	Shares
Stocks	Transactions	Valuation	Wealth

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