Portfolio Performance Monitoring 1.0

(February 7, 2005)

Mac, Windows (All) / Shareware; $22.00 / 329 downloads

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.