Portfolio Performance Monitoring and ValuationThe Portfolio Monitoring template enables the ongoing monitoring and periodic valuation of a portfolio of financial investments. | |
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Portfolio Performance Monitoring and Valuation Ranking & Summary
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- License:
- Shareware / $22.00
- Publisher Name:
- Excel Business Tools
- Publisher web site:
- File Size:
- 122K
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Portfolio Performance Monitoring and Valuation Description
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 periodÂ’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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