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Portfolio Performance Monitoring 2.0
Portfolio Performance Monitoring 2.0 summary
License: Shareware
Price: $22.00
Platform: Mac OS X,Win2000,Win7 x32,Win7 x64,Win98,WinVista,WinVista x64,WinXP
File size: 97.66 KB
Updated: 2011-02-15
Download: 178
Publisher: Business Spreadsheets
Publisher URL: http://www.business-spreadsheets.com
Portfolio Performance Monitoring 2.0 screenshot
Portfolio Performance Monitoring 2.0 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
What's new in this version: Compatible with Excel 2010 for Windows and Excel 2011 for Macintosh
Portfolio Performance Monitoring 2.0 keywords
model monitoring portfolio performance portfolio performance investment transactions performance monitoring portfolio performance monitoring
Portfolio Performance Monitoring 2.0 for Developers
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Portfolio Performance Monitoring 2.0 Copyright
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