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VentaFax Business

VentaFax Business 6.0

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Portfolio Performance Monitoring

Portfolio Performance Monitoring 2.0

Category: Business & Productivity Tools / Finance & Accounting | Author: Business Spreadsheets

The Portfolio Performance Monitoring model enables the ongoing monitoring and periodic valuation of a portfolio of financial investments. Amount and timing of investment and divestment transactions are taken into account in performance calculations.

DOWNLOAD GET FULL VER Cost: $22.00 USD
License: Shareware
Size: 97.7 KB
Download Counter: 8

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.

Requirements: Requires Microsoft Excel 97 or higher
OS Support: Mac OSX, Windows 2000, Windows 98, Windows XP, Win7 x32,Win7 x64,WinVista,WinVista x64
Language Support: English

Released: January 01, 2011 | Added: February 15, 2011 | Viewed: 1963
 

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