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Portfolio Performance Monitoring 1.0 
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Downloads: |
13 |
License / Cost: |
Shareware [?] / US $22.00 |
Operating Systems: |
     
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Size: |
103KB |
Release Status: |
new |
Last Updated: |
2006-12-01 |
Install Support: |
Install and Uninstall |
Additional Requirements: |
Requires Microsoft Excel 97 or higher |
Our Rating: |
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Users Rating: |
 User Reviews (0) Write review
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Feedback: |
Report broken download Report spyware [?] |
Publisher's Description of Portfolio Performance Monitoring 1.0
By Business Spreadsheets; All programs by this author
 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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Recent Changes: Not Established
Supported Languages: English
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