Overview
What is Portfolio Performance Monitoring Pro?
The Portfolio Performance Monitoring model enables the ongoing monitoring and periodic valuation of a portfolio of financial investments. Amount and timing of investment and divestment transactions are taken into account in performance calculations.
In depth
A closer look at Portfolio Performance Monitoring Pro
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.
Verdict
Should you download Portfolio Performance Monitoring Pro?
Portfolio Performance Monitoring Pro runs on
Windows 10/11
and is available under the
Shareware
license
— the installer is 117 KB.
We’ve catalogued it under
General.
✓
Verified clean. Every Portfolio Performance Monitoring Pro build on SoftLookup is scanned for viruses, spyware, adware, trojans and backdoors. We re-test on every update.
Sponsored
At a glance
Portfolio Performance Monitoring Pro specifications
- Last updated
- Nov 11, 2025
- License
- Shareware
- Operating system
- Windows 10/11
- File size
- 117 KB
- Price
- $22
- Page views
- 549
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