Download Shareware and Freeware Software for Windows, Linux, Macintosh, PDA

line Home  |  About Us  |  Link To Us  |  FAQ  |  Contact

Serving Software Downloads in 956 Categories, Downloaded 44.994.738 Times

Windows Software / Business / Finance

Investment Portfolio Monitoring & Valuation 1.0

  Date Added: October 13, 2006  |  Visits: 11.594
5 Stars5 Stars5 Stars5 Stars5 Stars

Investment Portfolio Monitoring & Valuation
Full screenshot

Report Broken Link
Printer Friendly Version


Product Homepage
Download (1323 downloads)



The Portfolio Monitoring model enables the ongoing monitoring and periodic valuation of a portfolio of 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 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.
• Storage of historical transactions.

Requirements: Microsoft Excel 97 or higher
Install Support: Install and Uninstall
Platforms: Windows 95, Windows 98, Windows Me, Windows NT 4.x, Windows 2000, Windows XP
Keyword: Analysis,  Bonds,  Business,  Excel,  Financial,  Investments,  Monitoring,  Portfolio,  Recording,  Shares,  Stocks,  Template,  Tracking,  Valuation
Users rating: 0/10

License: Freeware Size: 135 KB
USER REVIEWS
More Reviews or Write Review


INVESTMENT PORTFOLIO MONITORING & VALUATION RELATED
Finance  -  Real & Strategic Option Valuation 1.0
The Real Option Valuation model encompasses a suite of option pricing tools to quantify the embedded strategic value for a range of investment scenarios. Traditional discounted cash flow investment analysis will only accept an investment if the... 		143 KB  
Finance  -  Investment & Business Portfolio Optimization 1.0
The Portfolio Optimization model calculates the optimal capital weightings for a basket of investments that gives the highest return for the least risk. The unique design of the model enables it to be applied to either financial instrument or... 		121 KB  
Finance  -  Statmetrics 0.1
Statmetrics is a free cross-platform software application providing an integrated solution for analysis and modelling of financial markets. Statmetrics combines innovative quantitative finance technology's with the traditional technical and... 		585.94 KB  
Finance  -  Regression Business Plan Forecasting 1.0
The Multiple Regression Forecasting model provides a solid basis for identifying value drivers and forecasting data. While it utilises a range of commonly employed statistical measures to test the validity of the analysis, results are summarized... 		145 KB  
Workgroup Management  -  CleverControl Employee Monitoring 10.2
CleverControl is a free business program for employee monitoring based on a cloud technology. This software allows employers to enhance efficiency of their staff work efforts and also prevent corporate information from being disclosed. In... 		17.99 MB  
Business  -  MB Finance Astrology 1.15
MB Finance Astrology is a Western zodiac based tool that describes the different aspects of astrology on the business and financial profile of an individual. This includes financial astrology, career astrology, power sign, lucky sign,... 		2.07 MB  
Finance  -  Invoice Freeware 1.6
Free billing software for managing client accounts, quotes, orders, billing, invoicing and applying payments. Make your business excel with an online console so multiple users can create invoices, reports and apply billing payments from their web... 		861.17 KB  
Security Tools  -  Employee Monitor(like Spector 360) 2.0
Employee Monitor(like Spector 360) is an application for real time network computer monitoring, and for employees' work time tracking. Employees PC Monitor allows you invisibly monitor your entire network from one contralized position, such as... 		20.98 MB  
Security Tools  -  Employees PC Monitor Free Edition 2.2
Employees PC Monitor is an application for real time network computer monitoring, and for employees' work time tracking. Employees PC Monitor allows you invisibly monitor your entire network from one contralized position, such as instant message,... 		20.98 MB  
Games  -  SportsDraw 1.0
Contains Excel spreadsheets for simplifying the recording of results for sports. TennisDraw8 - for 4-8 person knockout tennis tournaments. TennisDraw16 - for 9-16 person knockout tennis draws. TennisRoundRobinDraw - for pools of 8 - 10 players... 		138 KB  
NEW DOWNLOADS IN BUSINESS, FINANCE
Business  -  Doxillion Document Converter Free 7.00
Doxillion is a free PDF converter to convert docx, doc, rtf, html, xml, wpd, odt, txt and other text file formats. Convert a single file or batch convert several PDFs at a time. Easily add Doxillion to your right click menu to add fast and simple... 		2.1 MB  
Business  -  Doxillion Document Converter Free Mac 6.47
Doxillion is a free document and PDF converter to convert docx, doc, rtf, html, xml, wpd, odt, txt and other text file formats. Convert a single file or batch convert several PDFs at a time. Easily add Doxillion to your right click menu to add... 		3.21 MB  
Business  -  AttendHRM : Attendance, Payroll 6.2
HR Software with integrated Time Attendance, Leave and Payroll. Includes Employee Scheduling, Leave, Overtime, Shift Management. Supports multiple companies and locations. AttendHRM works great for a small business with a few employees all the... 		41.93 MB  
Business  -  Efficient Notes Free 5.50.0.542
Efficient Notes Free is a cross-platform, easy-to-use and powerful memo and notebook software package. You can sync data across PCs and mobile phones. With Efficient Notes, you only need to manage your memos, notes and desktop sticky notes in... 		15.27 MB  
Business  -  Portable Efficient Man's Organizer Free 5.50.0.542
Efficient Man's Organizer Free is a cross-platform personal information management package specially designed for men! It has a beyond-cool interface - a choice only of tasty and wise men! Many great features such as time management, contact... 		24.33 MB  
Finance  -  Express Accounts Free for Mac 10.14
Express Accounts Mac OS X Accounting Software Free from NCH Software. Express Accounts Accounting Software is perfect for small businesses. Easily track payments and deposit transactions. View balances and reports to see how your business is... 		3.9 MB  
Finance  -  Express Invoice Invoicing Software Free 9.46
Express Invoice Free Invoicing Software for Windows is a complete and easy invoicing system. This easy to use invoicing software manages and tracks your billing on Windows. You can use Express Invoice to create invoices, quotes, and orders. You... 		1014.72 KB  
Finance  -  Quick Stock Quotes 5.2
Get Stock and Mutual Fund Quotes from the Internet and Track Offline. Create and Save Multiple Stock Lists with optional quantity and extended amounts. Print Stock Lists. Compare amount changes since last save. Automatically retrieve quotes using... 		16.21 MB  
Finance  -  Startup Product Manager 5.50
Startup Product Manager will help you to define the perfect Business Model for your 21st century Startup. Fine-tune cost-driving, efficiency, and sales parameters as you want. See their combined effect on Revenue, Net Profit and Bank Account... 		4.05 MB  
Finance  -  CryptoTracker.tax 2020.01.11
Track bitcoin and cryptocurrency transactions. Makes preparing your taxes easy. REPORT YOUR CAPITAL GAINS AND GET RIGHT WITH THE IRS. Download CryptoTracker and know your tax liabilities. The IRS has sent letters to more than 10,000... 		621 KB  
Home  | About Us  | Privacy  | Disclaimer  | Link to Us  | Contact Us  | Top Searches  | Submit Software
File Transit © 1998-2015