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Home > Business > Investment Tools > Portfolio Performance Monitoring
Portfolio Performance Monitoring
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Portfolio Performance Monitoring Publisher Description

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.

Read more about Portfolio Performance Monitoring ...

Portfolio Performance Monitoring 2.0

Monitoring and tracking the performance of a portfolio of financial assets

Old Version of Portfolio Performance Monitoring
Version:2.0 Date Added:Jan 1, 2011
File Size:0.09MB Downloads: 77
License:Shareware , $22 to buy
System:Windows 7 x32/7 x64/Vista/Vista x64/2000/XP/9...
Publisher:Business Spreadsheets , More products
Requirements: Requires Microsoft Excel 97 or higher

Price: US$22.00

File size: 0.09MB

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Key features of the Excel Portfolio Performance Monitoring template include:
* Investment and transaction detail input is assisted with input forms, help icons and explanation of calculations.
* Investment distributions, investments and divestments and their timings are accounted for accurately to calculate 'time weighted' returns.
* The portfolio can be 'rolled over' for a new reporting period whereby the current values replace starting values and transaction data is saved into a history list.
* Ten financial asset categories can be renamed, hidden and shown for customization purposes.
* Automatic charts display portfolio weightings by asset class.
* The Excel Portfolio Performance Monitoring template is used by financial advisors to manage multiple client portfolios.

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Qweas is providing links to Portfolio Performance Monitoring 2.0 as a courtesy, and makes no representations regarding Portfolio Performance Monitoring or any other applications or any information related thereto.

Any questions, complaints or claims regarding this application Portfolio Performance Monitoring 2.0 must be directed to the appropriate software vendor.

You may click the publisher link of Portfolio Performance Monitoring on the top of this page to get more details about the vendor.

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