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Portfolio Performance Monitoring
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Portfolio Performance Monitoring
Portfolio Performance Monitoring Preview

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Portfolio Performance Monitoring 2.0


The Portfolio Performance Monitoring model enables the ongoing monitoring and periodic valuation of a portfolio of financial investments. Amount and timing of investment and divestment transactions are taken into account in performance calculations.

LicenseShareware (Free to Try)Date Added02/15/2011
PriceUSD $22.00CategoryBusiness & Productivity Tools / Stock and Portfolio
Filesize97.7 KBAuthorBusiness Spreadsheets

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.

Platform: Windows 98, Windows 2000, Windows XP, Mac OSX

System Requirements: Requires Microsoft Excel 97 or higher

Portfolio Performance Monitoring DownloadPortfolio Performance Monitoring WebsiteOrderPortfolio Performance Monitoring Report Error
Portfolio Performance Monitoring Related Terms
AssetsBondsExcelFinancial
InvestmentsManagementMarketMonitoring
PersonalPortfolioSharesStocks
ValuationWealth
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