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.

Advertising
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.
Users reviews & testimonials

This software is not reviewed yet.

Advertising
Other downloads from this publisher

The invoice template for Excel is a complete customer invoicing system with ability to store created invoices, products and customer details, manage inventory and perform advanced order sales reporting.

The Multiple Regression Analysis and Forecasting template provides a reliable identification of value drivers and forecasting business plan data. Advanced statistical tests performed include significance, autocorrelation and multicollinearity.

The Real Option Valuation template provides a set of option pricing tools to quantify the embedded strategic value for a range of financial analysis and investment scenarios. Option pricing models include Black-Scholes, Binomial, and Game Theory.

The Project Planning and Management template is designed as a generic solution to plan and manage any project from start to finish. Automated features include Gantt scheduling, participant workbook creation and progress update from remote files.

The Portfolio Optimization template optimizes capital weightings for portfolios of financial investments that maximizes return and minimizes risk. Technical analysis constant parameters are optimized to maximize back tested returns on signal trading.