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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 Tracking & Monitoring Features:
- 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.
Customers who bought the Portfolio Monitoring template also bought:
- Portfolio Optimization
- Customer Invoice Template
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