|
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.
|