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Portfolio Performance Monitoring

Portfolio Performance Monitoring

Published By: Business Spreadsheets
License Type: Shareware
Date Added: 18 February, 2011
Date Released: 30 September, 2007
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Category: Business / Investment Tools
Description of Portfolio Performance Monitoring program at Mac Shareware:


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Portfolio Performance Valuation 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.

Portfolio Performance Monitoring is a free to try software. You can free download and try it for an evaluation period.
Price: $22.00
License: Shareware
Downloads: 78
Size: 97.7 KB

Platform: Mac OS X, Mac, Windows Vista

System Requirements: Requires Microsoft Excel 97 or higher