Windows · $22 · General

Portfolio Performance Monitoring1.0

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.

Operating system
9x/NT/2000/ME/XP/Windows 10/11
File size
103 KB
License
Time-limited Trial
Last updated
Jan 6, 2025
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Overview

What is Portfolio Performance Monitoring?

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

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.

Requirements

System requirements

Requires Microsoft Excel 97 or higher

Verdict

Should you download Portfolio Performance Monitoring?

Portfolio Performance Monitoring runs on 9x/NT/2000/ME/XP/Windows 10/11 and is available under the Time-limited Trial license — the installer is 103 KB. We’ve catalogued it under General.

Verified clean. Every Portfolio Performance Monitoring build on SoftLookup is scanned for viruses, spyware, adware, trojans and backdoors. We re-test on every update.
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At a glance

Portfolio Performance Monitoring specifications

Category
General
Publisher
Business Spreadsheets
Last updated
Jan 6, 2025
Requirements
Requires Microsoft Excel 97 or higher
License
Time-limited Trial
Operating system
9x/NT/2000/ME/XP/Windows 10/11
File size
103 KB
Price
$22
Page views
603

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