شيت اكسل لمراقبة المحافظ الاستثمارية

Portfolio Monitoring for Excel Datecode

شيت اكسل لمراقبة المحافظ الاستثمارية مع الحسابات والمخططات
Portfolio Monitoring for Excel Datecode 20121102




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.

Key features of the Portfolio Performance Monitoring template
include:

- Ease and flexibility of product and transaction input, with
embedded help prompts.
- Accurate handling of distributions, investments, and divestments to
calculate returns.
- 'Rollover' option to reset the model for a new reporting period.
- Storage of historical transactions.
- Asset categories and allocation weight charting.


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