Portfolio Monitoring & Valuation 1.0
- Edit Rating:
- License:Shareware
- Requirements:Requires Microsoft Excel 97 or higher
- System:Win95,Win98,WinME,WinNT 4.x,Windows2000,WinXP
- File size:134 KB
- Update time:09/01/2006
- Price:$22.00
Portfolio Monitoring & Valuation Description:
Portfolio Monitoring & Valuation - 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.
Portfolio Monitoring & Valuation Key Feature:
- The Portfolio Monitoring model enables the ongoing monitoring and periodic valuation of a portfolio of financial investments.
- 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.
- Furthermore, incremental investment transactions undertaken during a period are fully accounted for in the period's performance calculations.
- The model allows the entering of investment transactions during a reporting period to calculate performance.
- Roll over of the model and archiving of transactions make this model ideal for monitoring your portfolio on an ongoing basis.
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