Portfolio Monitoring & Valuation 1.0

Publisher:	Excel Business Tools	Date Added:	2004-8-19
Rating:		Downloads:	0
File Size:	134KB	Price:	$22 USD
License:	Shareware	Screenshot:	Screenshot

Instant Get Full Version

The Portfolio 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 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.

HOT TAG: portfolio monitoring model, reporting period, portfolio monitoring, monitoring model, investment transactions, model, transactions, portfolio, period, monitoring, reporting,

---

Relate Software Downloads

4TOPS Excel Import for MS Access 2002 - 4TOPS Excel Import Assistant is an excel import ut...

ABC Amber Excel Converter - ABC Amber Excel Converter was developed to help yo...

ABC Amber Lotus 1-2-3 Converter - ABC Amber Lotus 1-2-3 Converter is an advanced uti...

ABC Amber QuattroPro Converter - ABC Amber QuattroPro Converter is an advanced util...

ABC Amber Word2Excel Converter - ABC Amber Word2Excel Converter is an advanced util...

Add in OzGrid Collection - Highlight duplicates, create a unique list, genera...

Add OzGrid Plus - This is 8 add-ins in one. It can sort sheets and c...

DownloaderXL - DownloaderXL is also included in AnalyzerXL. Free ...

Duplication Manager - Most spreadsheets have problems with duplicated da...

FastStart Human Resource Pack - This product contains more than ten highly useful ...