| Portfolio Tracking & Monitoring |
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Portfolio Tracking & MonitoringAn Excel template for the ongoing monitoring of your financial investment portfolio.
Description of Portfolio Tracking & Monitoring:
The key features of the Portfolio 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. (Requires Microsoft Excel 97 or above) See Also: All products from Excel Business Tools |
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