|
|
|
Portfolio Tracking & Monitoring
In category -
Business Finance SpreadSheets
|
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 periods 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 Monitoring template include:
- Ease and flexibility of product and transaction input, with embedded help prompts.
- Accurate handling of distributions, investments, and divestment to calculate returns.
- Portfolio `Rollover` option to reset the model for a new reporting period.
- Storage of historical transactions.
(Requires Microsoft Excel 97 or above)
| |
Visit Product's WebSite
|
|
| |
|
Do you want to link directly to this product page ?
Simply copy the html code below and paste it into your own web pages, blog or any other online pages |
<A HREF="http://www.top10shareware.com/top10_ht/portfolio-tracking-_8612-4.html">
<img src=" http://www.top10shareware.com/ttsw.jpg"
border=0></A> |
|
More from this Author
Portfolio Optimization
The Portfolio Optimization model calculates the optimal capital weightings for a basket of investments that gives the highest return for the least risk. The un....
Project Management
The Project Planning and Management template is designed as a generic, affordable, Excel based solution to plan and manage any project. The ability to build the....
Multiple Regression Forecasting
The Multiple Regression Forecasting template provides a solid basis for identifying value drivers and forecasting data. While it utilizes a range of commonly e....
Investment Valuation
The Investment Valuation template is ideal for evaluating a wide range of investment and business case scenarios. While it is based on the traditional discount....
Real Option Valuation
The Real Option Valuation model encompasses a suite of option pricing tools to quantify the embedded strategic value for a range of investment scenarios. Tradit....
Customer Invoicing
The Customer Invoicing Template is an invoice template with the ability to store invoices, products and customers and perform advanced invoice sales reporting. ....
Portfolio Tracking & Monitoring
The Portfolio Performance Monitoring template enables the ongoing monitoring and periodic valuation of a portfolio of financial investments. The model allows t....
|
|
