Portfolio Performance Monitoring

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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 periodâs 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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Listing Details

Filed in:
Scripts / Tools & Utilities / Financial Tools
Submitted on:
Last Updated:
Nov 21, 2011 
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License & Pricing Information

License Type:
Free Trial
$22.00 USD
Additional Info:
30 days

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