The portfolio Performance Monitoring model enables the ongoing monitoring and periodic valuation of a portfolio of financialinvestments... Furthermore,incremental investment transactions undertaken during a period are fully accounted for in the period's performance calculations... The key features of thePortfolio Performance Monitoring model include: Ease and flexibility of product and transaction input, with embedded help prompts; Accuratehandling of distributions, investments, and divestments to calculate returns...
Tags: excel, valuation, management, financial, assets, personal, wealth, stocks, bonds, shares, market, performance, return, transactions, money, weighted, analysis, business,