Portfolio Tracking & Monitoring
The Portfolio Performance Monitoring template enables the ongoing
monitoring and periodic valuation of a portfolio of investments. The template
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 template ideal for monitoring
your portfolio of financial investments on an ongoing basis.
Key features of the Portfolio Performance Monitoring template
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.
Storage of historical transactions.
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