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 31.577.148 Times

Portfolio Performance Monitoring 2.0

  Date Added: November 25, 2013  |  Visits: 1.553
5 Stars5 Stars5 Stars5 Stars5 Stars

Portfolio Performance Monitoring
Full screenshot

Report Broken Link
Printer Friendly Version
Order Now

Product Homepage
Download (129 downloads)

The Portfolio Performance Monitoring model enables the ongoing monitoring and periodic valuation of a portfolio of financial 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 Performance 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 and storage of historical transactions.

Requirements: No special requirements
Release Date: January 01, 2011
Platforms: Windows 98, Windows 2000, Windows XP , Win7 x32,Win7 x64,WinVista,WinVista x64
Keyword: Analysis Assets Bonds Business Excel Financial Investments Management Market Money Monitoring Performance Personal Portfolio Return Shares Stocks Transactions Valuation Wealth Weighted
Version 2.0 Changes: Compatible with Excel 2010 for Windows and Excel 2011 for Macintosh
Users rating: 0/10

License: Shareware Cost: $22.00 USD Size: 97.66 KB
PORTFOLIO PERFORMANCE MONITORING RELATED
Finance  -  Investment Portfolio Monitoring & Valuation 1.0
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,...
135 KB  
Home & Leisure  -  AmiBroker 5.30
AmiBroker is a comprehensive technical analysis program, allowing you to study and predict trends in the market and to maintain a portfolio of shares. All the most popular studies and indicators are built-in, including: candlesticks, moving...
7.57 MB  
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  
Business  -  Business Analysis Software 2.5
Business Analysis Software Strategy Development Framework Model, Strategic Management. Apply the models and frameworks to your particular business issues, in the same way that expensive consultants, MBAs and PHDs do. Use the models and...
9.77 MB  
Finance  -  Easy Accounting 3.0.33
A Multi Company, Multi Branch, Multi Warehouse, Multi Currency Small Business Management and Accounting Software, supporting up to 5 concurrent users, offers a comprehensive suite of integrated financial accounting and operations management...
48.83 MB  
Development Tools  -  Business Customer and Lead Management 1.0
Business Customer and Lead Management is key to any successful business is get leads in, be on top of each lead, convert them to customer and then manage the customers.
3.07 MB  
Financial Calculators  -  Financial Advisor for Excel 4.0.1
Discounted Cash Flows, Borrowing, Business Profitability, Financial Planning, Investing, Bonds, Cost of Capital, Options, Valuation and more in this powerful financial toolbox!!! Financial Advisor for Excel has 73 financial calculators that...
2.69 MB  
Spreadsheets  -  Portfolio Optimization 5.0
The Portfolio Optimization template identifies the optimal capital weightings for a portfolio of financial investments that gives the desired risk and return profile based on the correlation between individual investments. The design of the...
544 KB  
Calculators  -  Financial Advisor for Excel (Full Access) 3.2.1
Discounted Cash Flows, Borrowing, Business Profitability, Financial Planning, Investing, Bonds, Cost of Capital, Options, Valuation and more in this powerful financial toolbox!!! Financial Advisor for Excel has 73 financial calculators that will...
2.76 KB  
Vertical Markets  -  MM4XL Software 9.0
MM4XL is a comprehensive collection of business analysis software tools used to make professional strategic management decisions. In MM4XL software you will find lots of marketing examples, detailed explanations of management theories, and a...
16.32 MB  
NEW DOWNLOADS IN BUSINESS, FINANCE
Business  -  Efficcess 5.50.0.542
Efficcess is a cross-platform personal information manager that can help you organize and plan your business and private life. With Efficcess you can keep track of contacts, appointments, tasks, to-do lists, birthdays, and much more. The software...
20.24 MB  
Business  -  HR Employee Database Software 2.4.7
HR Employee Database Software by the business database experts at DB-Pros! Complete workforce management system for HR managers and business owners brings professional employee management to your enterprise. Upload resumes, images, attachments...
6.03 MB  
Business  -  XLSTAT 2018.4
XLSTAT is a complete analysis and statistics add-in for Excel. It has been developed since 1993. XLSTAT includes more than 200 features in general or field-specific solutions. The use of Excel as an interface makes XLSTAT a user-friendly and...
144.93 MB  
Business  -  AllMyNotes Organizer Deluxe Edition 3.24
In AllMyNotes Organizer app all your important data is saved secure , secured by password, in one, encoded local file, and notes are arranged into a flexible outline hierarchy of folders. Where do you usually keep all your valuable private...
5.07 MB  
Business  -  C-Organizer Lite 6.2.2
C-Organizer Lite is a beautiful and powerful personal information manager. The program can help you organize and plan your business and personal life. It is a fully featured solution providing an easy-to-use organizer complete with a planner,...
22.56 MB  
Finance  -  Startup Product Manager 3.16
If you could look 1 year ahead of competition, would you want to see? - we'll give you 4 years. Startup Product Manager will help you to find new solutions for your 21st century Business. Fine-tune cost-driving, efficiency, and sales...
4.28 MB  
Finance  -  Bitcoin Trader 1.0
Bitcoin Trader Software to Trade Bitcoin and Cryptos with manual or automated signals. Crypto currencies charts and technical indicators. Available currencies: Ethereum, Ethereum Classic, Bitcoin, Bitcoin Cash, Ripple, Dash, Stellar,...
1024 KB  
Finance  -  Express Invoice Invoicing Software Free 6.03
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...
925.71 KB  
Finance  -  Express Invoice Plus Edition 6.03
Express Invoice Plus is a invoicing software for Windows. Manage client accounts, quotes, orders, billing, invoicing applying payments and much more. Make your business excel with an online console so multiple users can create invoices, reports...
925.71 KB  
Finance  -  ChequeSystem Cheque Printing Software 4.1.2
More than a cheque writer, ChequeSystem provides a complete cheque printing and management solution. You are no need to write any, just print and sign it. ChequeSystem provides comprehensive chequebook management. All issued cheques are kept in...
57.23 MB