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Financial investment portfolio performance tracking & valuation |
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| 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. [Portfolio Performance Monitoring Screen Shot] Key features of the Portfolio Performance Monitoring template include:
Customers who bought the Portfolio Monitoring template also bought:
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