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Portfolio Monitoring & Valuation

Portfolio Performance Monitoring template

Platforms: Windows 95/98/ME/NT/2000/XP     Size: 134 K     Cost: $22

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Descriptions

Portfolio Monitoring & Valuation: The Portfolio Performance Monitoring model 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.





 
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