Portfolio Tracking - Monitoring. The Portfolio Performance Monitoring templat

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Portfolio Tracking - Monitoring

Portfolio Tracking - Monitoring description

Portfolio Tracking - Monitoring -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

Deluxe 12.10.2005

Portfolio Tracking - Monitoring Deluxe

Author Company: Excel Business Tools
Category:

Portfolio Tracking - Monitoring Deluxe The Portfolio Performance Monitoring template enables the ongoing monitoring ...

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Portfolio Tracking - Monitoring Deluxe Screenshots reviewed in Spreadsheets directory of Business & Finance

File Size: kB
OS: Windows 98 / NT / 2000 / ME / XP / VISTA
License: Shareware - Time Limit, free to try, to buy.

Software Developed by Excel Business Tools

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Description :

Portfolio Tracking - Monitoring - The Portfolio Performance Monitoring templat

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 periods 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 Monitoring template include:
- Ease and flexibility of product and transaction input, with embedded help prompts.
- Accurate handling of distributions, investments, and divestments to calculate returns.
- Portfolio 'Rollover' option to reset the model for a new reporting period.
- Storage of historical transactions.
(Requires Microsoft Excel 97 or above)

This is the Shareware version. The full version can be purchased by clicking on the "Buy Now" button below for around $ USD.

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