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Portfolio Performance Monitoring 1.0

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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
Date stamp / Size : Nov, 28. 2006 / 103 kBytes
Asked : Requires Microsoft Excel 97 or higher
Users' value : - Write a Review
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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.
If you would like to run mutliple copies of this model on multiple computers within your organisation, please contact Business Spreadsheets to request an enterprise edition of this model.
Business Spreadsheets can be contacted online at http://www.business-spreadsheets.com/contact.asp
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