Portfolio Performance Monitoring and Valuation 1.0

Portfolio Performance Monitoring and Valuation 1.0

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File size: 122K Platform: Windows 9X/ME/NT/2K/2003/XP/Vista License: Shareware Price: $22.00 Downloads: 20930 Date added: 2003-03-06 Publisher: Excel Business Tools Publisher URL: Click here to place publisher URL

Portfolio Performance Monitoring and Valuation 1.0 description

The Portfolio 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 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.
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Portfolio Monitoring & Valuation 1.0

Portfolio Monitoring & Valuation template by Excel Business Tools
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