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Portfolio Performance Monitoring

Monitoring and tracking the performance of a portfolio of financial assets



Portfolio Performance Monitoring  Review

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.




SPONSORED SOFTWARE
Downloads 3250
Publisher Business Spreadsheets
Date Added 12/1/2006 12:00:00 AM
Rating Rate it !
License Free to Try
Download Size 103 KB
Screenshots Portfolio Performance Monitoring screenshot
Operating System Windows 95,Windows 98,Windows NT,Windows 2000,Windows XP,Mac OS

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Keywords:Excel, portfolio, monitoring, valuation, management, financial, investments, assets, personal, wealt
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