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Portfolio Performance Monitoring 1.0 |
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| Category(s): | Business & Finance > Spreadsheets
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| Summary: | 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. |
| | | | Publisher: | Business Spreadsheets |
| | | | Platform(s): | Win95,Win98,WinME,WinNT 3.x,WinNT 4.x,Windows2000,WinXP,Mac OS X 10.4,Mac OS X 10.5 |
| | | | Requirements: | Requires Microsoft Excel 97 or higher |
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| Language: |  | File size: | 103 KB |
| | | | | | Our Rating: |  | Cost: | $ 22.00 |
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Keywords |
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| Money , Personal , Return , Excel , Shares , Stocks , Management , Bonds , Performance , Assets , Valuation , Monitoring , Wealth , Market , Weighted , Financial , Portfolio , Investments , Transactions , Analysis | |
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