| Portfolio Performance Monitoring 1.0 | Report | Refer to a Friend |
| Software Specification : |
| Author : | Excel Business Tools |
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| Company : | Excel Business Tools | ||
| System Requirements : | Microsoft Excel 97 or above | ||
| File Size : | 160.00 KB | ||
| Platform : | Windows 95/98/NT/2000/XP | ||
| Date Added : | 2005-11-29 | ||
| Web site : | http://www.excelbusinesstools.com | ||
| Category : | Business > Spreadsheets | ||
| Price : | $22 |
| Description : | Views : 819 |
| 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 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. |
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| Other Software's by This Author : |
| Project Planning and Management 1.0 Collaborative project management solution using Excel Investment and Business Valuation 1.0 Sophisticated business valuation & capital investment analysis. Real Option Valuation 1.0 Evaluation of critical & complex business strategy decisions. Multiple Regression Analysis and Forecasting 1.0 Relationship driven cause & effect analysis and forecasting. Portfolio Optimization 1.0 Financial asset & business capital weighting optimization. Excel Invoice Template 1.0 Customer invoice management, order tracking and sales reporting. |
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