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Portfolio Performance Monitoring 1.0

Portfolio Performance Monitoring 1.0

Portfolio Performance Monitoring 1.0 summary

License: Shareware
Price: $22.00
Platform: Win95,Win98,WinME,WinNT 3.x,WinNT 4.x,Windows2000,WinXP,Windows2003,Windows Vista Starter,Windows Vi
File size: 103.52 KB
Updated: 2009-08-29
Download: 22
Publisher: Business Spreadsheets

Portfolio Performance Monitoring 1.0 screenshot

Portfolio Performance Monitoring 1.0 description

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.

Requirements: Requires Microsoft Excel 97 or higher

Portfolio Performance Monitoring 1.0 keywords

model  monitoring  performance  portfolio  portfolio performance  investment transactions  performance monitoring  portfolio performance monitoring  

Portfolio Performance Monitoring 1.0 for Developers

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Portfolio Performance Monitoring 1.0 Copyright

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