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Portfolio Performance Monitoring
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The Portfolio Performance Monitoring template 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.
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| Licence:
Free to try
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| Version:
1.0
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| Limitations:
30-day trial
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| Minimum
Requirements:
Microsoft Excel 97 or higher
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| OS:
Windows 95/98/Me/NT/2000/XP
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| File
Size:
160000 Kb
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| Price:
$22.00
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Portfolio Performance Monitoring
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| OverView:
Financial investment portfolio performance tracking & valuation.
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Business Software Review Rating:
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