Portfolio Performance Monitoring 1.0

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Software Specifications


Portfolio Performance Monitoring Screenshot
Editor Rating
0.0
Version:
1.0
Size:
96 KB
License [?]:
Shareware
Price:
$22.00 USD
Last Updated:
Category:
Investment Analysis and Management Software
Developer:
Excel Business Tools
Operating System:
Windows 95 Windows 98 Windows NT Windows 2000 Windows ME Windows XP
Additional Requirements:
Microsoft Excel 97 or higher
Limitations
30-day trial

Portfolio Performance Monitoring Review

" Monitoring and tracking the performance of a portfolio of financial assets. "

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.




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