| Description |
| 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. |
| Supported languages: English |
| Supported OS: Win95, Win98, WinME, WinNT 3.x, WinNT 4.x, Windows2000, WinXP |
| Installation: Install and Uninstall |
| Requirements: Requires Microsoft Excel 97 or higher |
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| Release info |
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01/01/2005
New Release
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| Permissions |
You are able to make multiple copies of this model on the same computer. It is recommended to make a copy of the model before use so that an original 'clean' copy is accessible without the need to download a new one.
If you would like to run mutliple copies of this model on multiple computers within your organisation, please contact Excel Business Tools to request an enterprise edition of this model.
Excel Business Tools can be contacted online at http://www.excelbusinesstools.com/contact.asp |
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| End user license agreement |
EXCEL BUSINESS TOOLS 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, EXCEL BUSINESS TOOLS DISCLAIM ALL WARRANTIES, EXPRESSED OR IMPLIED.
EXCEL BUSINESS TOOLS 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.
EXCEL BUSINESS TOOLS 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.excelbusinesstools.com/legal.htm |
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The Portfolio Performance Monitoring model enables the ongoing monitoring and periodic valuation of a portfolio of financial investments. Amount and timing of investment and divestment transactions are taken into account in performance calculations.
