Wealth -Portfolio Performance Monitoring

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Portfolio Performance Monitoring 1.0

Author Company: Excel Business Tools

Portfolio Performance Monitoring 1.0 Monitoring and tracking the performance of a portfolio of financial assets


File Size: 117 kB
OS: Windows 98 / NT / 2000 / ME / XP / VISTA
License: Shareware - Time Limit, free to try, 22 to buy.

Software Developed by Excel Business Tools

Download now (117 kB)

Click to buy from RegNow (22$)

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Description :

Portfolio Performance Monitoring - Portfolio Performance Monitoring template

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.

This is the Shareware version. The full version can be purchased by clicking on the "Buy Now" button below for around $22 USD.

Click to buy from RegNow

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