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Home : Business : Investment Tools
Portfolio Performance Monitoring
Portfolio Performance Monitoring Details:
| Publisher:
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Excel Business Tools |
| Version:
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1.0 |
| License:
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Shareware |
| Trial Limitations:
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30 Days |
| Price:
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$22.00 |
| Operating Systems:
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Win95,Win98,WinME,WinNT 3.x,WinNT 4.x,Windows2000,WinXP |
| System Requirements:
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Requires Microsoft Excel 97 or higher |
| File Size:
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0.11 MB |
| Total Views:
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1581 |
| Total Downloads:
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3 |
| Rating:
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 (5 out of 5 Stars) |
| Release Date:
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1/1/2005 |
| Last Update:
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2/26/2006 |
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Screenshot:
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Please click to display full view of
Portfolio Performance Monitoring screenshot.
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Portfolio Performance Monitoring Short Description:
Monitoring and tracking the performance of a portfolio of financial assets
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Portfolio Performance Monitoring Long Description:
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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Portfolio Performance Monitoring Keywords:
Excel, portfolio, monitoring, valuation, management, financial, investments, assets, personal, wealth, stocks, bonds, shares, market, performance, return, transactions, money, weighted, analysis, busi
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