Portfolio Performance Monitoring Free Download at CleanSofts.com - Monitoring and tracking the performance of a portfolio of financial assets

Portfolio Performance Monitoring 1.0

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.

	Size	117KB
	License	Shareware
	Price	$22.00
	Category	Business & Finance / Personal Finance
	Operating System	Win95,Win98,WinME,WinNT 3.x,WinNT 4.x,Windows2000,WinXP
	Developer	Excel Business Tools

	Download link

Related 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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