Portfolio Performance Monitoring 1.0

Program Specifications

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Portfolio Performance Monitoring 1.0
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Version: 1.0
Size: 96 KB
Publisher: Excel Business Tools
Date Added:
License [?]: Shareware (USD$22.00 to buy)
Operating System: Windows XP, Windows NT, Windows ME, Windows 98, Windows 95, Windows 2000
Requirements: Microsoft Excel 97 or higher
Download Links: Download Portfolio Performance Monitoring
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Publisher's Description of Portfolio Performance Monitoring

" Monitoring and tracking the performance of a portfolio of financial assets. "
- From Excel Business Tools

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.

Limitations in downloadable version

30-day trial

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portfolio   |  monitoring   |  tracking   |  valuation   |  performance   

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