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Portfolio Performance Monitoring : Portfolio Performance Monitoring template
Portfolio Performance Monitoring 1.0
Quick Description: (Read All)
Monitoring and tracking the performance of a portfolio of financial assets

Download - Size: 104 KB
Source: www.business-spreadsheets.com
File Ping Time (less is better): 875 ms  
 

Category: Business (Rank: 990 / 1,823): Investment Tools (Rank: 50 / 114)
Downloads: 518 This Week (Rank: 8,947 / 15,688) / 4795 Total (Rank: 8,750 / 15,688)
Developer: Business Spreadsheets
Software Home Page: http://www.business-spreadsheets.com/portmon.htm
License Type: Shareware ($22.00)
Language: English
Most Recent File Validation (?): Tue, February 5th, 2008 11:17 AM CST
OS: Win95,Win98,WinME,WinNT 3.x,WinNT 4.x,Windows2000,WinXP,Mac OS X,Mac OS X 10.4,Mac OS X 10.5 - Install and Uninstall.
System Requirements: Requires Microsoft Excel 97 or higher


Full 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.



Screenshot: (Source: www.business-spreadsheets.com - Ping: 855 ms - Size: 80 Kb (?)
Portfolio Performance Monitoring - Portfolio Performance Monitoring template

Keywords: excel, portfolio, monitoring, valuation, management, financial, investments, assets, personal, wealth, stocks, bonds, shares, market, performance, return, transactions, money, weighted, analysis, business


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