Portfolio Performance Monitoring 1.0

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.



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.

Keywords : Excel, portfolio, monitoring, valuation, management, financial, investments, assets, personal, wealth, stocks, bonds, shares, market, performance, return, transactions, money, weighted, analysis, business

Conclusion

To conclude Portfolio Performance Monitoring works on 9x/NT/2000/ME/XP operating system(s) and can be easily downloaded using the below download link according to Time-limited Trial license. Portfolio Performance Monitoring download file is only 103 KB in size.
Portfolio Performance Monitoring was filed under the General category and was reviewed in softlookup.com and receive 5/5 Score.
Portfolio Performance Monitoring has been tested by our team against viruses, spyware, adware, trojan, backdoors and was found to be 100% clean. We will recheck Portfolio Performance Monitoring when updated to assure that it remains clean.

Portfolio Performance Monitoring user Review

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Popularity 10/10 - Downloads - 326 - Score - 5/5

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Category: General 
Publisher: Business Spreadsheets
Last Updated: 01/06/2019
Requirements: Requires Microsoft Excel 97 or higher
License: Time-limited Trial
Operating system: 9x/NT/2000/ME/XP
Hits: 573
File size: 103 KB
Price: 22 USD


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