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Analysis, Application Portfolio Management, Assets, Bonds, Business, Business Performance Management, Excel, Excel Financial Modelling, Financial, Investments, Job Market Analysis, Management, Market, Money, Monitoring, Performance, Personal, Portfolio, Property Assets Management, Return, Return On Net Assets, Shares, Stock Portfolio Market, Stocks, Transactions, Valuation, Wealth, Wealth Management Software, Wealth Management Systems, Web Transactions Monitoring
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Portfolio Performance Monitoring 1.0 |
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Category:
Business & Productivity Tools
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Author: Business Spreadsheets | Published: Jul 06, 2007
License: Shareware | O/S: Windows 95/98/Me/NT/2000/XP/Mac OSX
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Uninstaller: no
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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.
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File Size: 103.5 KB
Price: $22.00
Downloads: 9
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Portfolio Performance Monitoring also mentioned on ShareMe |
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... This program is a version of a form that will assist you in tracking your investments. It will run under Win 95, 98,Me. NT4, XP, & 2000. This program tracks your investment's performance for stocks, bonds, mutual funds, etc. It allows you to evaluate the performance year-to-date or from initial purchase. It is also a handy tool to assist you in selecting a "sell" point. Stock and mutual fund information may be downloaded from the Internet or obtained from publications to keep the forms ...
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