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 Portfolio Monitoring & Valuation 1.0

• Edit Rating:
  
• License:
  Shareware
• Requirements:
  Requires Microsoft Excel 97 or higher
• System:
  Win95,Win98,WinME,WinNT 4.x,Windows2000,WinXP
• File size:
  134 KB
• Update time:
  09/01/2006
• Price:
  $22

  Portfolio Monitoring & Valuation Description

  Portfolio Monitoring & Valuation Key Feature:

• The Portfolio Monitoring model enables the ongoing monitoring and periodic valuation of a portfolio of financial investments.
• Furthermore, incremental investment transactions undertaken during a period are fully accounted for in the period's performance calculations.
• 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.
• The model allows the entering of investment transactions during a reporting period to calculate performance.
• Ease and flexibility of product and transaction input, with embedded help prompts
• 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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