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Portfolio Performance Monitoring

Portfolio Performance Monitoring screenshot

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.




Release date:2011-01-01
Order:Click here to purchase full version
Company:Business Spreadsheets
Author:Business Spreadsheets
Website:business-spreadsheets.com
 
Keywords:management, valuation, monitoring, portfolio, excel
 
Program type:Shareware - $22.00
Install support:Install and Uninstall
Operating system:Mac OS X, Win2000, Win7 x32, Win7 x64, Win98, WinVista, WinVista x64, WinXP
 
Requirements:Requires Microsoft Excel 97 or higher
 
Download1:portmon.zip
Download2: 
File size:97 K

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