Portfolio performance monitoring
Download URL | Author URL | Software URL | Buy Now ($22)
The Portfolio Performance Monitoring template enables the ongoing monitoring and periodic valuation of a portfolio of financial investments. The model enables the entering of investment transactions during a reporting period to calculate performance. Incremental investment transactions including withdraw, reinvestment and distributions undertaken during a period are accounted for in performance calculations under the time weighted return method for the reporting period. The investment portfolio can be rolled over whereby transactions are archived and values reset to be ready for a new reporting period. Snapshots of portfolio values by asset category can be made at any time to track the portfolio performance over time. The Portfolio Performance Monitoring template is designed for ease and flexibility of product and transaction input with embedded help prompts. The portfolio tracking accurately handles of distributions, investments and divestments to calculate returns. The Portfolio Pe
Related software (5)
OlyKit Calamari Expert Advisor (GBPUSD)
Calamari Expert Advisor (GBPUSD) - This robot must also be used exclusively, meaning it cannot be used along with other robots. A minimum account size of USD3000 is required and on ...
Project Planning and Management
The Project Planning and Management template is designed as a generic solution to plan and manage any project from start to finish. Automated features include Gantt scheduling, par ...
Investment and Business Valuation
The Investment and Business Valuation template is ideal for evaluating a wide range of investment, financial analysis and business case scenarios. Analysis performed includes accou ...
Portfolio Optimization
The Portfolio Optimization template optimizes capital weightings for portfolios of financial investments that maximizes return and minimizes risk. Technical analysis constant param ...
Real Options Valuation
The Real Option Valuation template provides a set of option pricing tools to quantify the embedded strategic value for a range of financial analysis and investment scenarios. Optio ...