Portfolio Performance Monitoring 3.0
|
Portfolio Performance Monitoring screenshot  |
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. Incremental investment transactions including withdraw, reinvestment and distributions undertaken during a period are accounted for in performance calculations under the time weighted return method for the reporting period. The investment portfolio can be rolled over whereby transactions are archived and values reset to be ready for a new reporting period. Snapshots of portfolio values by asset category can be made at any time to track the portfolio performance over time. The Portfolio Performance Monitoring template is designed for ease and flexibility of product and transaction input with embedded help prompts. The portfolio tracking accurately handles of distributions, investments and divestments to calculate returns. The Portfolio Performance Monitoring template is compatible with Excel 97-2013 for Windows and Excel 2011 or 2004 for Mac as a cross platform portfolio tracking and valuation solution.
Program Details
| Released: | 2014-09-29 |
| More: | All programs by this author |
| Downloads: | 372 |
| License Type: | Shareware |
| Platform: | Win98,WinOther,Win2000,WinXP,Win7 x32,Win7 x64,Windows 8,WinVista,WinVista x64,Mac Other,Mac OS X |
| Homepage: | http://www.business-spreadsheets.com/portmon.htm |
| Price: | $22.00 US |
Related Listings
|
StockMonkey StockMonkey - Stocks and shares calculator |
|
WDumpEvt Windows NT/2000 eventlog management tool: dump, save, view the local/remote log |
|
Auction Messenger Auction Messenger for eBay |
|
CacheBoost Server Edition Boost performance with system and cache management of Windows. |
|
|
Software Administration Kit Powerful order administration tool for software authors and e-commerce vendors. |
|
|
CacheBoost Professional Edition Boost system performance and cache-management of Windows XP, NT, 2000. |
|
MegaUPS Megatec compatible UPS minidriver for Windows 2000/XP/2003. |
|
|
Server Maintenance Portal Collect hardware and software assets across the network. |
|
|
For The Record Use For The Record to help organize your music record albums and CDs. |
|
AceMoney Simple and flexible Personal Accounting Software |
|
AnalyzerXL Pro Comprehensive technical analysis library for Microsoft Excel |
|
|
Easy Directory Very easy to use personal address manager |
|
Money Meter Money Meter is the easy way to track the average employee expense, per second. |
|
|
sysCOMP Remotely compare any two systems on your network. |
|
App Bar Icons for Windows Phone 7 High-quality application bar icons fully compatible with Windows Phone 7 |