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Portfolio Tracking & Monitoring 1.0

The Portfolio Tracking & MonitoringTemplate is an invoice template that comes with the ability to store invoices, products and customers and perform advanced invoice sales reporting.

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Version:	1.0	Publisher:	business-spreadsheets.com
File Size:	103 KB	System:	Windows 2000/XP/2003
License:	Free to try ($22.00)	Limitations:	limited
Date Added:	02-27-2008	Requirements:	Microsoft Excel 97 or higher

Software Description:
The Portfolio Performance 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 periods performance calculations. Roll over of the model and archiving of transactions make this model ideal for monitoring your portfolio on an ongoing basis.

Key Features:

Ease and flexibility of product and transaction input, with embedded help prompts.
Accurate handling of distributions, investments, and divestments to calculate returns.
Portfolio 'Rollover' option to reset the model for a new reporting period.
Storage of historical transactions.

Editor's Review:
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 periods performance calculations. Roll over of the model and archiving of transactions make this model ideal for monitoring your portfolio on an ongoing basis.

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