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Portfolio Performance Monitoring

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Version:1.0
Price ($ US): $22.00
Average rating: 0
File size: 0.14 (Mb)
License: Shareware
Downloaded: 260 Times!
Last updated: 1/17/2003
Release date:4/12/2004
Platform (OS): Windows 95,
Windows 98,
Windows NT3.5X,
Windows Server 2000,
Windows ME,
Windows XP
Minimum Requirements: Requires Microsoft Excel 97 or above
Functional limitations: 30 day trial

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The Portfolio Monitoring model enables the ongoing monitoring and periodic valuation of a portfolio of 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 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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