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Excel template for evaluating investment portfolios. Shareware ($22.00)
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.
What's New
Version 2.0:
- Improved user interface and work flow design with Excel 2011
Requirements
- PPC / Intel
- Mac OS X 10.5 or later.
- Excel 2004 or Excel 2011.
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| Downloads:1,906 |
| Version Downloads:184 |
| Type:Business : Spreadsheets |
| License:Shareware |
| Date:26 Sep 2011 |
| Platform:PPC / Intel |
| Price: $22.00 |
Overall (Version 2.x): |
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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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