PORTFOLIO PERFORMANCE MONITORING OVERVIEW
Monitoring and tracking the performance of a portfolio of financial assets
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| Publisher: | Excel Business Tools | |
| Date Updated: | Jan 13, 2005 | |
| Limitations: | 30 Days Free Trial | |
| Price: | $22 USD | |
| Rating: | ||
| OS: | Win98, WinME, WinNT 3.x, WinNT 4.x, Windows2000, WinXP | |
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.