
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.
Portfolio Performance Monitoring 1.0 was released by Excel Business Tools on Friday 15 August 2003. Its known requirements are : Requires Microsoft Excel 97 or higher.
Portfolio Performance Monitoring will run on Windows 95, Windows 98, Windows Me, Windows 2000, Windows NT and Windows XP.