Portfolio Performance Monitoring Publisher's description:

from Business Spreadsheets

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.

System Requirements:

Requires Microsoft Excel 97 or higher
Program Release Status: New Release
Program Install Support: Install and Uninstall

Portfolio Performance Monitoring Version History:

Portfolio Performance Monitoring 1.0 added on: 01-12-2006 - actual version