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Portfolio Performance Monitoring 1


License Free to try
Requirements Excel 97
Downloads 153 Limitations None
Publisher Business Spreadsheets File Size 103k
Date added 05 Feb 2003 Check your speed

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.

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