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Portfolio Performance Monitoring

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Title:
Portfolio Performance Monitoring
Author:
Business Spreadsheets
Downloads:
4323
Rating:
Language:
English


Overview:
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.
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