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Investment Portfolio Monitoring & Valuation 1.0

  Date Added: October 13, 2006  |  Visits: 10.745
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Investment Portfolio Monitoring & Valuation
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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
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