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Portfolio Performance Monitoring 1.0 Download

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License Shareware / $22.00
Downloads 1172
Publisher Russell Penlington
File size 103K
Date added 19-Jan-2007
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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.

Editor review: Reviewer, 2007-05-28 06:33:00

Portfolio Performance Monitoring is the application software that manages all your investment portfolios. It keeps the record of all the details of your investments from the date of issue to the date of expiry, amount invested, and amount due for payment, final receivable amount, etc. It also valuates all your investments periodically to know the status and result. It periodically displays the performance of all portfolios with all calculations like interest, tax, etc. Some of its features that help you analyze your ongoing portfolio are rollover and transaction archives. You can flexibly make your inputs for current or previous dates. It also has a help menu to guide you about the application. It makes all its calculations considering all the factors like investment, disinvestment, performance and distribution of portfolio. You can also store your previous transactions in this application.

It analyses your investments for the set period of time and does not refer to the records from the past dates and dates ahead of the set period. This may make a difference in analysis.

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