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Portfolio Performance Monitoring 1.0
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Portfolio Performance Monitoring 1.0

Released:2006-12-21
Last Updated:2007-01-24
License:$22.00
Publisher:Business Spreadsheets
Language:English
Platform:Windows
Requirements:Requires Microsoft Excel 97 or higher
Install:Install and Uninstall
Downloads:67
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Publisher's Description:

Portfolio Performance Monitoring - The Portfolio Performance Monitoring model 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. The key features of the Portfolio Performance Monitoring model include: Ease and flexibility of product and transaction input, with embedded help prompts; Accurate handling of distributions, investments, and divestments to calculate returns. 'Rollover' option to reset the model for a new reporting period; and Storage of historical transactions.

User License Agreement:

Business Spreadsheets MAKE NO REPRESENTATIONS OR WARRANTIES OF ANY KIND, EXPRESS OR IMPLIED, AS TO THE OPERATION OF THIS SOFTWARE OR THE INFORMATION, CONTENT, MATERIALS, OR SERVICES INCLUDED WITHIN IT.

YOU EXPRESSLY AGREE THAT YOUR USE OF THIS SOFTWARE IS AT YOUR SOLE RISK.

TO THE FULL EXTENT PERMISSIBLE BY APPLICABLE LAW, Business Spreadsheets DISCLAIM ALL WARRANTIES, EXPRESSED OR IMPLIED.

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Business Spreadsheets MAKE NO REPRESENTATIONS OR WARRANTIES OF ANY KIND, EXPRESS OR IMPLIED, AS TO THE OPERATION OF THIS SOFTWARE OR THE INFORMATION, CONTENT, MATERIALS, OR SERVICES INCLUDED WITHIN IT.

YOU EXPRESSLY AGREE THAT YOUR USE OF THIS SOFTWARE IS AT YOUR SOLE RISK.

TO THE FULL EXTENT PERMISSIBLE BY APPLICABLE LAW, Business Spreadsheets DISCLAIM ALL WARRANTIES, EXPRESSED OR IMPLIED.

Business Spreadsheets DO NOT WARRANT THAT THIS SOFTWARE, ITS SITE, ITS SERVERS, OR E-MAIL SENT FROM ANY OF ITS AFFILIATES ARE FREE OF VIRUSES OR OTHER HARMFUL COMPONENTS.

Business Spreadsheets WILL NOT BE LIABLE FOR ANY LOSSES OF ANY KIND ARISING FROM THE USE OF THIS SOFTWARE, INCLUDING, BUT NOT LIMITED TO DIRECT, INDIRECT, INCIDENTAL, PUNITIVE, AND CONSEQUENTIAL LOSSES.

Further legal information can be found at http://www.business-spreadsheets.com/legal.htm

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Portfolio Performance Monitoring template

QA Report:

Portfolio Performance Monitoring Antivirus Report
Virus Scanning Report

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File Size: 103.5 Kb
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File Size: 103.5 Kb
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