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C: \ Business \ Investment Tools \ Portfolio Performance Monitoring 1.0


Portfolio Performance Monitoring 1.0

Click to view Portfolio Performance Monitoring 1.0 screenshot

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Program ID:

11813

Author:

Business Spreadsheets     All programs by this author

Downloads:

102

License:

Shareware [?]

Cost:

$22.00 US

Operating Systems:

Windows 95 Windows 98 Windows Me Windows NT 4 Windows 2000 Windows XP Macintosh

Size:

103K

Version:

1.0

Release Status:

new

Last Updated:

2006-12-01

Our Rating:

Not rated yet...

Users Rating:

not rated yet     Reviews (0)     Write review

Feedback:

Report broken download     Report spyware [?]

Download Portfolio Performance Monitoring 1.0 Buy Portfolio Performance Monitoring 1.0

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: Not Established

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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