Portfolio Performance Monitoring 2.0

(October 8, 2011)

Mac, Windows (All) / Shareware; $22.00 / 455 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.