Portfolio Performance Monitoring - Portfolio Performance Monitoring template
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Portfolio Performance Monitoring

Excel Business Tools

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.

Price: $22
Version: 1.0 Released: 2/4/2004
Size: 0.12 MB
Platform: Win95,Win98,WinME,WinNT 3.x,WinNT 4.x,WinXP,Windows2000

Download Link: Download

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

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financial investments investment transactions portfolio performance incremental investment model ideal rollover option performance calculations archiving flexibility storage

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