Portfolio Performance Monitoring - 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.
What's New: Compatible with Excel 2010 for Windows and Excel 2011 for Macintosh
Limitations: 30 Days Trial
TAGS: Excel, portfolio, monitoring, valuation, management, financial, investments, assets, personal, stocks, shares

Portfolio Performance Monitoring 2.0 is 100% clean
This download (portmon.zip) was tested thoroughly and was found 100% clean. Click "Report Spyware" link on the top if you found this software contains any form of malware, including but not limited to: spyware, viruses, trojans and backdoors.

 

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