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Portfolio Monitoring and Valuation 1.0

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Financial investments portfolio can be monitored continuously and valuated periodically with the use of Portfolio Monitoring and Valuation 1.0 software package. The model let the entering of investment transactions during reporting time to calculate performance. In the period's performance calculations incremental investment transactions accepted during the period are accounted. Using Portfolio Monitoring and valuation software is the perfect solution for monitoring the portfolio of financial investments on an ongoing basis.

Features:

  • Handles distributions, investments and divestments accurately to calculate returns.
  • Storage of historical transactions.
  • To reset the model for a new reporting period 'Rollover" option is included.
  • Ease and flexibility of product and transaction input, with embedded help prompts.
  • Asset categories and allocation weight charting.

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