Portfolio Performance Monitoring
Business Spreadsheetshttp://www.business-spreadsheets.com/
Shareware
WinXP,WinVista,WinVista x64,Win7 x32,Win7 x64,Win2000,Mac OS X,Win98
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 periods 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.
Excel portfolio monitoring valuation management financial investments assets personal wealth stocks bonds shares market performance return transactions money weighted analysis business
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