Portfolio Performance Monitoring Monitoring and tracking the performance of a portfolio of financial assets. best

Easy software similar to Portfolio Performance Monitoring, about:
Excel or the portfolio, good monitoring or also valuation, management and financial or free investments and cheap assets or the personal, good wealth or also stocks, bonds and shares or free market and cheap performance or the return, good transactions or also money, weighted and analysis or free business

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Description:
The Portfolio Performance Monitoring template enables the ongoing monitoring and periodic valuation of a portfolio of financial investments. The model enables the entering of investment transactions during a reporting period to calculate performance. Incremental investment transactions including withdraw, reinvestment and distributions undertaken during a period are accounted for in performance calculations under the time weighted return method for the reporting period. The investment portfolio can be rolled over whereby transactions are archived and values reset to be ready for a new reporting period. Snapshots of portfolio values by asset category can be made at any time to track the portfolio performance over time. The Portfolio Performance Monitoring template is designed for ease and flexibility of product and transaction input with embedded help prompts. The portfolio tracking accurately handles of distributions, investments and divestments to calculate returns. The Portfolio Performance Monitoring template is compatible with Excel 97-2013 for Windows and Excel 2011 or 2004 for Mac as a cross platform portfolio tracking and valuation solution.

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Price $ 22.00 / Purchase Portfolio Performance Monitoring Get it Now

DOWNLOAD: Portfolio Performance Monitoring Free Download (File size: 123 Kb) (Statistics)

Price $ 22.00 /


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Type: Shareware
File size: 123 Kb
Date: 09/30/2015
Homepage
Install support: Install and Uninstall
OS: Win2000, WinXP, Win7 x32, Win7 x64, Windows 8, Windows 10, WinServer, WinOther, WinVista, WinVista x64
System requirements: Requires Microsoft Excel 97 or higher
Language: English
Recent changes in this Major Update:
Compatible with Microsoft Excel 2016 for Windows and Mac

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