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The Portfolio Performance Monitoring template enables the ongoing monitoring and periodic valuation of a portfolio of financial investments. The model enables the entering of investment transactions during a reporting period to calculate performance....read more
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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. Free Download
The Portfolio Monitoring template enables the ongoing monitoring and periodic valuation of a portfolio of financial investments. Free Download
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