Portfolio Performance Monitoring 2.0

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.

Keywords: Excel, portfolio, monitoring, valuation, management, financial, investments, assets, personal, wealth, stocks, bonds, shares, market, performance, return, transactions, money, weighted, analysis, business

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Author:

Business Spreadsheets     Other programs by Business Spreadsheets

Downloads:

268

Size:

113K

Cost:

$22.00 US

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License:

Shareware [?]

Operating Systems:

Release Status:

update (2011-01-01)

Recent Changes:

Improved user interface design, work flow and cross platform compatibility.

Supported Languages:

English

Additional Requirements:

Requires Microsoft Excel 97 or higher

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