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      Portfolio Performance Monitoring

    Tools and Utilities >> Financial Tool >> Hot scripts >> Portfolio Performance Monitoring
    Version NA Author NA
    Platform(s) NA Hits 6
    File Size - Added On 10, Jan 2007
    Price Na Modified On 10, Jan 2007
    Visitor Rating (0) Member Rating (0)
     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.
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