Portfolio Performance Monitoring 1.0
Portfolio Performance Monitoring general info
The Portfolio Performance Monitoring model enables the ongoing monitoring and periodic valuation of a portfolio of financial investments. Amount and timing of investment and divestment transactions are taken into account in performance calculations.
1.0Version :
Windows 95/98/ME/NT/2000/XP Platform :
0.1 MbFile Size :
Free to try; $22 to buy License :
April 14, 2006 Date Added :
Keywords :
excel,
portfolio,
monitoring,
valuation,
management,
financial,
investments,
assets,
personal,
wealth,
stocks,
bonds,
shares,
market,
performance
Portfolio Performance Monitoring 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.
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