 | Portfolio Performance MonitoringPortfolio Performance Monitoring - monitoring and periodic valuation of a portfolio of investments |
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Portfolio Performance Monitoring Ranking & Summary
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- License:
- Demo
- Price:
- USD 22.00 | BUY the full version
- Publisher Name:
- Business Spreadsheets
- Publisher web site:
- http://www.business-spreadsheets.com/invoice.htm
- Operating Systems:
- Mac OS X 10.4 or later
- File Size:
- 103 KB
Portfolio Performance Monitoring Tags
Portfolio Performance Monitoring Description
Portfolio Performance Monitoring - monitoring and periodic valuation of a portfolio of investments The Portfolio Performance Monitoring template enables the ongoing monitoring and periodic valuation of a portfolio of investments. The template 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 template ideal for monitoring your portfolio of financial investments on an ongoing basis. Requirements:· Excel 2004 for MacHere are some key features of "Portfolio Performance Monitoring":· 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.· Storage of historical transactions.· Asset categories and allocation weight charting.
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