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Portfolio Performance Monitoring 1.0
Software ID: 40667
Portfolio Performance Monitoring 1.0 Description
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.
Application Name:
Portfolio Performance Monitoring
Version:
1.0
File Size:
103.0 KB
Last Updated:
December 01, 2006
License:
Shareware
Price/Registration Fee:
US$22
Install/Uninstall Support:
Install and Uninstall
Platforms:
Mac OS X, Mac OS X Server, Windows 95, Windows 98, Windows Me, Windows NT, Windows 2000, Windows XP
Software Category:
Business :: Finance Software
Software Terms:
Excel - Portfolio - Monitoring - Valuation - Management - Financial - Investments - Assets - Personal - Wealth
Number of Downloads:
161
Published By:
Excel Business Tools
Editor Rating:
Not Rated Yet...
Visitor Rating:
Not Rated Yet...
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The Portfolio Monitoring model enables the ongoing monitoring and periodic valuation of a portfolio of 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.
OS: Windows 95, Windows 98, Windows Me, Windows NT, Windows 2000 Software Terms: Excel, Portfolio, Monitoring, Valuation, Performance, Return, Transactions, Money, Weighted, Analysis |
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The Portfolio Optimization model calculates the optimal capital weightings for a basket of financial investments that gives the highest return for the least risk. Results display action required and probability analysis through Monte Carlo simulation The Portfolio Optimization model calculates the optimal capital weightings for a basket of investments that gives the highest return for the least risk. The unique design of the model enables it to be applied to either financial instrument or...
OS: Mac OS X, Mac OS X Server, Windows 95, Windows 98, Windows Me, Windows NT, Windows 2000, Windows XP Software Terms: Excel, Portfolio, Optimisation, Optimization, Management, Asset, Allocation, Personal, Wealth, Fund |
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Comprehensive portfolio management and technical analysis system for individual investors and money managers. Manages investments in stocks, bonds, options, cash, other assets & liabilities. Creates over 30 reports and a variety of technical analysis charts. Downloads price updates from the internet to automatically update reports and charts.
OS: Windows 95, Windows 98, Windows Me, Windows NT, Windows 2000 Software Terms: Invest, Investing, Investment, Portfolio, Investment Management, Investment Analysis, Portfolio Management, Asset Allocation, Stock, Stocks |
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Fund Manager is a full featured portfolio management application. Fund Manager is designed to help investors monitor and analyze their stocks, mutual funds, and other investments with a wide variety of easy to use graphs and reports. Fund Manager makes keeping track of your investments easy by offering convenient features such as powerful price and transaction importing features as well as single push button price and transaction updates from...
OS: Windows 95, Windows 98, Windows Me, Windows NT, Windows 2000, Windows XP Software Terms: Portfolio Management, Capital Gains, Stocks, Mutual Funds, Charting, Reports, Investing |
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Fund Manager is a full featured portfolio management application. Fund Manager is designed to help investors monitor and analyze their stocks, mutual funds, and other investments with a wide variety of easy to use graphs and reports. Fund Manager makes keeping track of your investments easy by offering convenient features such as powerful price and transaction importing features as well as single push button price and transaction updates from...
OS: Windows 95, Windows 98, Windows Me, Windows NT, Windows 2000, Windows XP Software Terms: Investment Advisor, Technical Analysis, Portfolio Management, Capital Gains, Stocks, Mutual Funds, Charting, Reports, Investing, Trailing Stop Loss |
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