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Portfolio Performance Monitoring Screenshot
License: Shareware
Downloads: 405
Added: 21 Dec 2006
Updated: 25 Dec 2007
Developer: Business Spreadsheets(more)


Portfolio Performance Monitoring Publisher Description
The Portfolio Performance Monitoring template 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.
OS: PPC/Intel
Requirements: Excel 2004 for Mac
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