Portfolio Performance Monitoring 2.0 - Monitoring and tracking the performance of a portfolio of financial assets.

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Portfolio Performance Monitoring 2.0 - Monitoring and tracking the performance of a portfolio of financial assets.
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.
Visit Home Page Share Your Review Report Broken Links Report Spyware/Virus [?]	Program ID:	2876
	Author/Developer:	Business Spreadsheets All Software by Business Spreadsheets
	Total Downloads:	112
	License Type:	Shareware [?]
	Cost and Price:	$22.00 US
	Operating Systems:
	File Size:	97K
	Release Status:	update
	Last Updated:	2011-01-01
	Our Rating:
	Users Ratings:	(total votes: 0)
Related Tags/Keywords: Excel, portfolio, monitoring, valuation, management, financial, investments, assets, personal, wealth, stocks, bonds, shares, market, performance, return, transactions, money, weighted, analysis, business Recent Changes: Compatible with Excel 2010 for Windows and Excel 2011 for Macintosh Install Support: Install and Uninstall Supported Languages: English Additional Requirements: Requires Microsoft Excel 97 or higher

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