Portfolio Performance Monitoring

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. Portfolio Performance Monitoring is licensed as shareware, the cost of the registered version is $22.00 and full download size is 0.11 MB. You can download a free version of Portfolio Performance Monitoring by following download link at Free Downloads section of this page. Portfolio Performance Monitoring is developed or distributed by Excel Business Tools and is listed under personal investments spreadsheets portfolio management business.

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Monitoring and tracking the performance of a portfolio of financial assets

Related Software

financial investments incremental investment rollover option performance calculations model ideal investment transactions portfolio performance performance monitoring archiving distributions flexibility storage

Free Software Download

 Download Link: Download Now!
 Publisher: Excel Business Tools
 Cost: $22.00
 License Type: Shareware
 File Size: 0.11 MB
 Release Date: 1/1/2005
 Platform: Win95, Win98, WinME, WinNT 3.x, WinNT 4.x, Windows 2000, XP
 Keywords: wealth money management performance business return stocks investments financial assets transactions analysis monitoring valuation bonds shares personal weighted market excel portfolio
 

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