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Portfolio Performance Monitoring

Enables the ongoing monitoring and periodic valuation of a portfolio of financial investments.
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Posted by Scripts on 2022-08-14 23:50:33
License Type
License Type
Commercial License
License Type
Free Trial
Price
USD 22
Description
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.
Author

russp

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License Type
License Type
Commercial License
License Type
Free Trial
Price
USD 22