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Portfolio Monitoring & Valuation 1.0

Monitoring and tracking the performance of a portfolio of financial assets


Last Week downloads: 0
Total downloads: 292
  • Last Updated: Mar 3, 2009
  • License: Shareware $22.00
  • OS: Windows XP/2000/98/Me/NT
  • Requirements: Microsoft Excel 97 or higher

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For Portfolio Monitoring & Valuation 1.0Publisher's description


Portfolio Monitoring & Valuation is a Office Tools software developed by Excel Business Tools. After our trial and test, the software is proved to be official, secure and free. Here is the official description for Portfolio Monitoring & Valuation:

EditByBrothersoft: The Portfolio Performance Monitoring Template enables the ongoing monitoring and periodic valuation of a portfolio of investments. The template 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 template ideal for monitoring your portfolio of financial investments on an ongoing basis.

Key features of the Portfolio Performance Monitoring template 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.
* Storage of historical transactions.
* Asset categories and allocation weight charting.
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Please be aware that Brothersoft do not supply any crack, patches, serial numbers or keygen for Portfolio Monitoring & Valuation,and please consult directly with program authors for any problem with Portfolio Monitoring & Valuation.