Portfolio Monitoring and Valuation

Monitor a portfolio of investments.
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Portfolio Monitoring and Valuation Ranking & Summary

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  • Rating:
  • License:
  • Commercial
  • Language:
  • English
  • Price:
  • $22.00
  • Publisher Name:
  • Business Spreadsheets
  • Publisher web site:
  • http://www.business-spreadsheets.com
  • Operating Systems:
  • Windows XP Windows 2000 Windows NT Windows 98 Windows 95
  • File Size:
  • 96k

Portfolio Monitoring and Valuation Tags


Portfolio Monitoring and Valuation Description

From Business Spreadsheets : The Portfolio Monitoring template 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.


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