Portfolio Performance Monitoring 1.0 - Monitoring and tracking the performance of a portfolio of financial assets

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Software Hypermarket >> Business & Finance >> Personal Finance >> Portfolio Performance Monitoring

Portfolio Performance Monitoring Version: 1.0

Rating: N/A

Author Company: Excel Business Tools

Monitoring and tracking the performance of a portfolio of financial assets

Box picture of software :Portfolio Performance Monitoring

Price: $ 22.00

File Size: 0.11 M

Update Date: 7/14/2004 11:25:26 AM

Language: English

License: Shareware

Downloads: 191

Limitations: 30 Days

OS: Win95/Win98/WinMe/WinNT 3.x/WinNT 4.x/WinXP

Requirements: Requires Microsoft Excel 97 or higher

Contact the author Russell Penlington: contact@excelbusinesstools.com

Support Email: contact@excelbusinesstools.com

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Description:
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.

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