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C: \ Business \ Investment Tools \ Portfolio Performance Monitoring 2.0
Portfolio Performance Monitoring 2.0 - Detailed Description Page
Click to view Portfolio Performance Monitoring 2.0 screenshot
Program ID: 5678
Author: Business Spreadsheets     All programs by this author
Downloads: 74
License: Shareware [?]
Cost (USD): $22.00
Operating Systems: win9xme win2000 winxp winvista winvistax64 win7x32 win7x64
Size: 97K
Release Status: update
Last Updated: 2011-01-01
Our Rating: Not rated yet...
Users Rating: not rated yet     (total votes: 0)
Feedback: Report broken download     Report spyware [?]
Download Portfolio Performance Monitoring 2.0 Buy Portfolio Performance Monitoring 2.0

Portfolio Performance Monitoring iconThe 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.


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

PAD file URL: http://www.business-spreadsheets.com/padfiles/portmon.xml



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