Portfolio Performance Monitoring 1.0

Monitoring and tracking the performance of a portfolio of financial assets

Download Now Free download 0.10MB

Your Ad Here

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.

Search software by related keywords: Excel software, portfolio software, monitoring software, valuation software, management software, financial software, investments software, assets software, personal software, wealth software, stocks software, bonds software, shares software, market software, performance software, return software, transactions software, money software, weighted software, analysis software, business software