Portfolio Monitoring & Valuation
The Portfolio Monitoring template enables the ongoing monitoring and periodic valuation of a portfolio of financial investments.
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English
Supported Technologies
Macintosh,
Windows 95/98/ME,
Windows XP/2000/NT
Software
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Pricing
Users (# of seats)
22
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Additional Product Information
The Portfolio 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.