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Financial & Office > Fund Managers

Portfolio Performance Monitoring 2.0

Free Portfolio Performance Monitoring screenshot fileWorks with Windows Vista
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.
Type : Shareware ($22.00) » EULA
OS Support : Windows All + Vista
Date stamp / Size : Nov, 28. 2006 / 97 kBytes
Asked : Requires Microsoft Excel 97 or higher
Users' value : - Write a Review
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Update history of Portfolio Performance Monitoring
v2.0 (March, 14. 2011)
Compatible with Excel 2010 for Windows and Excel 2011 for Macintosh
Distribution permissions for Portfolio Performance Monitoring
You are able to make multiple copies of this model on the same computer. It is recommended to make a copy of the model before use so that an original `clean` copy is accessible without the need to download a new one. Site licenses are available on purchase so that the model can be registered for an unlimited number of users within the same organization.
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