Portfolio Performance Monitoring Icon

Portfolio Performance Monitoring

Monitoring and tracking the performance of a portfolio of financial assets.

Portfolio Performance MonitoringOverview

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.

NEW

Compatible with Excel 2010 for Windows and Excel 2011 for Macintosh

Portfolio Performance MonitoringInformation

Version
2.0
Date
01.01.11
License
Trial
Language
English
File Size
0.10 MB
Category
Operating Systems
Mac OS X,Win2000,Win7 x32,Win7 x64,Win98,WinVista,WinVista x64,WinXP
System Requirements
Requires Microsoft Excel 97 or higher
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