Portfolio Performance Monitoring 3.0

"Portfolio Performance Monitoring" snapshot

The Portfolio Performance Monitoring template enables the ongoing monitoring and periodic valuation for portfolios of financial investments. Amount and timing of investment and divestment transactions are accounted for in performance calculations.

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Software information
Platform:
Windows 7/Vista/XP/2000/95/98, Mac OS
Publisher:
Business Spreadsheets
Price:
$22
File size:
123 Kb
Date added:
October 4, 2013
Screenshot:
Product page:
Description from the Publisher
The Portfolio Performance Monitoring template 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.
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