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Portfolio Performance Monitoring 3.0 by Business SpreadsheetsDownload

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License Shareware / $22.00
Downloads 227
Publisher
File size 123.0 K
Date added 28-Apr-2015
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Editor's review:

Portfolio Performance Monitoring is the application software that manages all your investment portfolios. It keeps the record of all the details of your investments from the date of issue to the date of expiry, amount invested, and amount due for payment, final receivable amount, etc. It also valuates all your investments periodically to know the status and result. It periodically displays the performance of all portfolios with all calculations like interest, tax, etc. Some of its features that help you analyze your ongoing portfolio are rollover and transaction archives. You can flexibly make your inputs for current or previous dates. It also has a help menu to guide you about the application. It makes all its calculations considering all the factors like investment, disinvestment, performance and distribution of portfolio. You can also store your previous transactions in this application.

It analyses your investments for the set period of time and does not refer to the records from the past dates and dates ahead of the set period. This may make a difference in analysis.


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portfolio tracking
Portfolio Management
portfolio return
project portfolio
portfolio dashboard

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