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Title Portfolio Performance Monitoring
Platform windows
Price $22.00
Author Visit Author Website
Website Visit Website of - Portfolio Performance Monitoring
Category Tools & Utilities » Financial Tools
Hits 976
Description 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. Roll over of the model and archiving of transactions make this model ideal for monitoring your portfolio on an ongoing basis.

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