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Portfolio Performance Monitoring
Portfolio Performance Monitoring
pid-5700817cd929
bid-6700f2671a29
Business Spreadsheets
France
Ille-et-Vilaine
Vitre
35500
5 Rue Des Benedictins
https://www.business-spreadsheets.com/
Business
Spreadsheets
contact@business-spreadsheets.com
Business
Spreadsheets
contact@business-spreadsheets.com
contact@business-spreadsheets.com
contact@business-spreadsheets.com
contact@business-spreadsheets.com
https://plus.google.com/117766621592069106801
https://www.linkedin.com/company/business-spreadsheets
https://twitter.com/excel_templates
https://www.facebook.com/business.spreadsheets
app-d00054a88169
Portfolio Performance Monitoring
3.2
09
05
2016
22.00
Shareware
Business::Investment Tools
Business
Business & Finance :: Stocks & Portfolios,Business & Finance :: Spreadsheets,Business & Finance :: Finance Tools,Business & Finance :: Accounting Tools,Business & Finance :: Misc. Business
Major Update
Install and Uninstall
Windows
Win2000,WinXP,Win7 x32,Win7 x64,Windows 8,Windows 10,WinServer,WinOther,WinVista,WinVista x64
English
Compatible with Microsoft Excel 2016 for Windows and Mac
Requires Microsoft Excel 97 or higher
No limitations
125952
123
0.12
Y
30
Days
https://plus.google.com/117766621592069106801
https://www.facebook.com/business.spreadsheets
https://www.business-spreadsheets.com/portmon.htm
https://shopper.mycommerce.com/checkout/product/8612-4
http://regnow.img.digitalriver.com/vendor/8612/portmon.jpg
http://regnow.img.digitalriver.com/vendor/8612/portmon_icon.gif
http://repository.appvisor.com/info/app-d00054a88169/Portfolio_Performance_Monitoring_pad.xml
https://www.youtube.com/watch?v=poAgAFwVh2Q
https://www.business-spreadsheets.com/download/excel_portmon.zip
Excel, portfolio, monitoring, valuation, management, financial, investments, assets, personal, wealth, stocks, bonds, shares, market, performance, return, transactions, money, weighted, analysis, business
Portfolio Performance Valuation Tracking
Monitoring and tracking the performance of a portfolio of financial assets.
The Portfolio Performance Monitoring template enables the ongoing monitoring and periodic valuation for portfolios of financial investments. Amount and timing of investment and divestment transactions are accounted for in performance calculations.
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 period's performance calculations.
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 Performance Monitoring template is compatible with Excel 97-2013 for Windows and Excel 2011 or 2004 for Mac as a cross platform portfolio tracking and valuation solution.
组合,性能,监测,评估
投资组合表现的监测和评估.
该组合性能监控模型使正在进行的监测和对金融投资组合的定期评估。
该组合性能监控模型使正在进行的监测和对金融投资组合的定期评估。该模型允许在一个报告期内,投资交易进入计算性能。此外,在一期投资增量进行的交易是完全计算在期间的表现计算。
该组合性能监控模型使正在进行的监测和对金融投资组合的定期评估。该模型允许在一个报告期内,投资交易进入计算性能。此外,在一期投资增量进行的交易是完全计算在期间的表现计算。
该组合性能监控模型使正在进行的监测和对金融投资组合的定期评估。该模型允许在一个报告期内,投资交易进入计算性能。此外,在一期投资增量进行的交易是完全计算在期间的表现计算。
suivi, portefeuille, prévision
Suivi du portefeuille et prévision
Contrôle permanent et une évaluation périodique d'un portefeuille de placement.
Ce produit permet un contrôle permanent et une évaluation périodique d'un portefeuille de placement. Le modèle proposé permet l'entrée des opérations d'investissement au cours d'une période de référence pour calculer les performances.
Ce produit permet un contrôle permanent et une évaluation périodique d'un portefeuille de placement. Le modèle proposé permet l'entrée des opérations d'investissement au cours d'une période de référence pour calculer les performances. Les opérations d'investissement supplémentaires effectuées pendant une période sont pleinement prises en compte dans les calculs de performance de cette période.
Ce produit permet un contrôle permanent et une évaluation périodique d'un portefeuille de placement. Le modèle proposé permet l'entrée des opérations d'investissement au cours d'une période de référence pour calculer les performances. Les opérations d'investissement supplémentaires effectuées pendant une période sont pleinement prises en compte dans les calculs de performance de cette période. Réinitialiser le modèle et archiver les transactions font de ce produit un modèle idéal pour le suivi de votre portefeuille sur une base continue. Les principales caractéristiques du produit sont: Facilité et flexibilité du produit et des données de transaction avec une option d'aide intégrée et automatique. Gestion précise des intérêts et dividendes, des investissements et des désinvestissements pour calculer les taux de rendement. Option « réinitialisation » du modèle pour une nouvelle période de déclaration. Mise en mémoire des transactions historiques Catégorisation des actifs et allocation des tableaux de poids.
Portfolio-Performance, Monitoring, Bewertung
Portfolio-Performance Monitoring.
Portfolio-Performance Monitoring und Bewertung
Das Portfolio Performance-Monitoring-Modell ermöglicht die kontinuierliche Überwachung und regelmäßige Bewertung eines Portfolios von Finanzanlagen.
Das Portfolio Performance-Monitoring-Modell ermöglicht die kontinuierliche Überwachung und regelmäßige Bewertung eines Portfolios von Finanzanlagen. Das Modell erlaubt die Eingabe von Wertpapiergeschäften in einer Berichtszeit um die Leistung zu berechnen. Darüber hinaus sind zusätzliche Investitionen Transaktionen während eines Zeitraums durchgeführt vollständig in den Zeitraum der Leistung Berechnungen berücksichtigt.
Das Portfolio Performance-Monitoring-Modell ermöglicht die kontinuierliche Überwachung und regelmäßige Bewertung eines Portfolios von Finanzanlagen. Das Modell erlaubt die Eingabe von Wertpapiergeschäften in einer Berichtszeit um die Leistung zu berechnen. Darüber hinaus sind zusätzliche Investitionen Transaktionen während eines Zeitraums durchgeführt vollständig in den Zeitraum der Leistung Berechnungen berücksichtigt.
Portafolio, valoración, seguimiento, desempeño
Inversión de control de rendimiento
Portafolio de valoración y seguimiento del desempeño
El modelo de desempeño de la cartera de seguimiento permite la valoración permanente de seguimiento y periódico de una cartera de inversiones financieras.
El modelo de desempeño de la cartera de seguimiento permite la valoración permanente de seguimiento y periódico de una cartera de inversiones financieras. El modelo permite la entrada de las transacciones de inversión durante un período de referencia para calcular el rendimiento. Por otra parte, las operaciones elementales de inversión llevadas a cabo durante un período son plenamente en cuenta en los cálculos de rendimiento de la época.
El modelo de desempeño de la cartera de seguimiento permite la valoración permanente de seguimiento y periódico de una cartera de inversiones financieras. El modelo permite la entrada de las transacciones de inversión durante un período de referencia para calcular el rendimiento. Por otra parte, las operaciones elementales de inversión llevadas a cabo durante un período son plenamente en cuenta en los cálculos de rendimiento de la época.
You are able to make multiple copies of this model on the same computer. It is recommended to make a copy of the model before use so that an original 'clean' copy is accessible without the need to download a new one. Site licenses are available on purchase so that the model can be registered for an unlimited number of users within the same organization.
Business Spreadsheets MAKE NO REPRESENTATIONS OR WARRANTIES OF ANY KIND, EXPRESS OR IMPLIED, AS TO THE OPERATION OF THIS SOFTWARE OR THE INFORMATION, CONTENT, MATERIALS, OR SERVICES INCLUDED WITHIN IT. YOU EXPRESSLY AGREE THAT YOUR USE OF THIS SOFTWARE IS AT YOUR SOLE RISK. TO THE FULL EXTENT PERMISSIBLE BY APPLICABLE LAW, Business Spreadsheets DISCLAIM ALL WARRANTIES, EXPRESSED OR IMPLIED. Business Spreadsheets DO NOT WARRANT THAT THIS SOFTWARE, ITS SITE, ITS SERVERS, OR E-MAIL SENT FROM ANY OF ITS AFFILIATES ARE FREE OF VIRUSES OR OTHER HARMFUL COMPONENTS. Business Spreadsheets WILL NOT BE LIABLE FOR ANY LOSSES OF ANY KIND ARISING FROM THE USE OF THIS SOFTWARE, INCLUDING, BUT NOT LIMITED TO DIRECT, INDIRECT, INCIDENTAL, PUNITIVE, AND CONSEQUENTIAL LOSSES.
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English
Excel solutions for portfolio management
Solutions to assist in the management of portfolios of financial inves
Excel solutions focus on asset allocation for portfolios of financial investments and can be applied to optimize trading and investment strategies in financial markets.
News
Business Spreadsheets
Portfolio valuation allows the ongoing tracking of the value and performance of a financial investment portfolio. Portfolio performance is accurately monitored by accounting for asset level transactions under the time weighted value methodology. Valuation of portfolios is categorized by configurable asset classes and transaction information is archived when new reporting periods are established. Find this Excel business solution at <a href='http://www.business-spreadsheets.com/portmon.htm'>Business Spreadsheets</a>.
Excel, portfolio, tracking
Track and manage financial investment portfolios in Excel
Portfolio valuation is a concise and portable solution for tracking and monitoring financial portfolio valuation and performance.
Portfolio valuation allows the ongoing tracking of the value and performance of a financial investment portfolio. Portfolio performance is accurately monitored by accounting for asset level transactions under the time weighted value methodology. Valuation of portfolios is categorized by configurable asset classes and transaction information is archived when new reporting periods are established. Find this Excel business solution at http://www.business-spreadsheets.com/portmon.htm.
http://www.business-spreadsheets.com/portmon.htm
Business Spreadsheets
http://www.business-spreadsheets.com
Excel, templates, business, spreadsheets, finance
Excel business templates for decision making.
Excel templates designed for business finance and improving decision making through intuitive analysis and reporting of financial and operating data. Excel templates by Business Spreadsheets make complex calculations and deliver simple results.
Business Spreadsheets develops and provides a range of Excel templates designed for business decision making purposes. Automated processes and calculations make complex business management tasks faster and simpler by delivering professional and easy to understand reporting output with detailed explanatory material. Excel templates for business cover domains such as project management, forecasting, valuation, invoicing and investment optimization.
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Portfolio_Performance_Monitoring_pad.xml
https://www.business-spreadsheets.com/download/excel_portmon.zip
excel_portmon.zip