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

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

Serving Software Downloads in 976 Categories, Downloaded 29.894.048 Times

Investment Portfolio Monitoring & Valuation 1.0

  Date Added: October 13, 2006  |  Visits: 9.894
5 Stars5 Stars5 Stars5 Stars5 Stars

Investment Portfolio Monitoring & Valuation
Full screenshot

Report Broken Link
Printer Friendly Version


Product Homepage
Download (1304 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  
Weather  -  World Of Business 1.0.0.0
World of Business gathers business related news from multiple sources in the internet and display them to the users easily. It uses rss news feed from reliable news web sites such as Reuters, BBC, Business Week, Financial Times, and Independent....
1024 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  
Finance  -  CB Insights 2.2.2
The ING Commercial Banking (CB) Insights app features relevant business and financial information. The app contains an interactive world map of ING CB's international network and capabilities, detailed contact information per country, ING's...
31.9 MB  
Business  -  CC Engager 1.0
The CC Engager is an app that has been developed for all Dutch Capgemini Consulting colleagues. The CC Engager offers business news, market facts, research, portfolio, colleagues, social digests. Requirements: iOS 4.3 or later. Compatible with...
2.1 MB  
NEW DOWNLOADS IN BUSINESS, FINANCE
Business  -  ServiceDesk Lite 10.0
ServiceDesk Lite is free ready to use service management software that enables you to manage customer complaint life cycle from complaint initiation, assignment to closure in a very simple way.For service oriented firms it is very essential to...
5.83 MB  
Business  -  Doxillion Document Converter Free 2.67
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...
1.45 MB  
Business  -  Bolt PDF Printer Free 2.03
Bolt Free PDF Printer Software Program. Create PDFs at lightning fast speeds. Use Bolt to print PDF documents instead of a printer. With a PDF Printer driver you can print PDF files from any application that can be viewed from any PDF reader. You...
1.1 MB  
Business  -  Efficient Diary 5.22.0.528
Efficient Diary is a completely free while still beautiful, easy-to-use and cross-platform electronic diary software package. You can sync data across PCs and mobile phones. With its unique and powerful flash full-text search technique, you...
15.15 MB  
Business  -  Portable Efficient Sticky Notes 5.22.0.528
Throw away the traditional paper sticky notes and start using the completely free Efficient Sticky Notes! "Stick" your notes on the desktop and you can read important information at any time on the screen. It saves your money and saves your time!...
19.75 MB  
Finance  -  Pivot Table 2
NeoNeuro Pivot Table. Free. Automatic Pivot Table shows trends and charts, reveals leaders and outsiders in all parameters like region, product or in any others in one click! Only one mouse click is enough to get trends or pie charts, reveal...
10.27 MB  
Finance  -  Express Invoice Invoicing Software Free 5.01
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...
895.77 KB  
Finance  -  Moneyspire for Windows 2017.17.0.13
Moneyspire is the user-friendly personal finance software that brings your entire personal finances together in one place. Keep track of your bank accounts, credit cards, etc. and balance your checkbook and organize your transactions and see where...
29.65 MB  
Finance  -  Tulip Cell 0.8.0
Perform Technical Analysis in Excel with Tulip Cell, the free technical analysis add-in for Excel! With Tulip Cell, you can quickly and easily do technical in any Excel spreadsheet. Tulip Cell is good for doing technical analysis on stock...
447 KB  
Finance  -  Make PDF smaller 2.0.0.0
Makes your PDF files smaller without sacrificing the quality. Perfect for mailing or storage of PDF files. Simply open your PDF, click the 'Make PDF Smaller' button and get your optimized, smaller PDF. Often you can't send your PDFs because they...
2.29 MB