Portfolio Performance Monitoring icon

Portfolio Performance Monitoring 1.0

Downloads :
Total: 96  |  
Product Version :
1.0
Producer :
License type :
Shareware | Price : 22.00 USD
Size :
92.16 Kb
Category :
January 21, 2010, 22:24
User Rating : (UNRATED)
OS Supported :
Windows 7
WinXP
Mac OS X

Portfolio Performance Monitoring Information

Publisher's Description:

Small utility for monitoring and tracking the performance of a portfolio of financial assets

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.

Key features:

* 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.
* Asset categories and allocation weight charting.

Requirements:

Requires Microsoft Excel 97 or higher

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Portfolio Performance Monitoring 100% CLEAN Certification

100% Clean Award for Portfolio Performance Monitoring
RoSoftDownload.com team has tested Portfolio Performance Monitoring against viruses, spyware, adware, trojan, backdoors and was found to be 100% clean of any form of malware..
Our editors will test this application periodically to assure that it remains clean.
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